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AZNIX vs RAMHX
AZNIX vs RAMHX Comparison
Open Charts AZNIX vs RAMHX
Virtus Income & Growth Inst
Price$11.48
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets4.67B
American Funds American Balanced R2E
Price$33.92
Change-$0.54 (-1.57%)
VolumeN/A
Net Assets237.28B
AZNIX vs RAMHX Comparison Chart
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AZNIX vs. RAMHX commentary
Mar 11, 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 AZNIX is a Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 237B vs. AZNIX (4.67B). AZNIX pays higher dividends than RAMHX: AZNIX (2.15) vs RAMHX (1.51). AZNIX was incepted earlier than RAMHX: AZNIX (18 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than AZNIX (0.91). RAMHX is a more actively managed with annual turnover of: 171.00 vs. AZNIX (61.00). RAMHX has a lower initial minimum investment than AZNIX: RAMHX (250) vs AZNIX (1000000). RAMHX annual gain was more profitable for investors over the last year : 3.73 vs. AZNIX (2.30). RAMHX return over 5 years is better than : 38.12 vs. AZNIX (23.72).
| AZNIX | RAMHX | AZNIX / RAMHX | |
| Total Expense Ratio | 0.90 | 1.04 | 87% |
| Annual Report Gross Expense Ratio | 0.91 | 1.04 | 88% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | -1.334 | -0.477 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 237B | 2% |
| Annual Yield % from dividends | 2.15 | 1.51 | 142% |
| Returns for 1 year | 2.30 | 3.73 | 62% |
| Returns for 3 years | 1.36 | 14.17 | 10% |
| Returns for 5 years | 23.72 | 38.12 | 62% |
| Returns for 10 years | 15.28 | 47.83 | 32% |
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