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AZNAX vs RAMHX
AZNAX vs RAMHX Comparison
Open Charts AZNAX vs RAMHX
Virtus Income & Growth A
Price$11.32
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets4.69B
American Funds American Balanced R2E
Price$36.69
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
AZNAX vs RAMHX Comparison Chart in %
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AZNAX vs. RAMHX commentary
Jul 18, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AZNAX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. AZNAX (4.69B). AZNAX pays higher dividends than RAMHX: AZNAX (2.28) vs RAMHX (1.43). AZNAX was incepted earlier than RAMHX: AZNAX (18 years) vs RAMHX (11 years). AZNAX (1.14) is less costly to investors than RAMHX (1.04). AZNAX is a more actively managed with annual turnover of: 61.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than AZNAX: RAMHX (250) vs AZNAX (2500). RAMHX annual gain was more profitable for investors over the last year : 6.52 vs. AZNAX (4.07). RAMHX return over 5 years is better than : 36.29 vs. AZNAX (11.84).
| AZNAX | RAMHX | AZNAX / RAMHX | |
| Total Expense Ratio | 1.14 | 1.04 | 110% |
| Annual Report Gross Expense Ratio | 1.14 | 1.04 | 110% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 2.756 | 7.860 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 252B | 2% |
| Annual Yield % from dividends | 2.28 | 1.43 | 159% |
| Returns for 1 year | 4.07 | 6.52 | 62% |
| Returns for 3 years | 17.19 | 34.44 | 50% |
| Returns for 5 years | 11.84 | 36.29 | 33% |
| Returns for 10 years | 14.90 | 57.59 | 26% |
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