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NAINX vs RAMHX
NAINX vs RAMHX Comparison
Open Charts NAINX vs RAMHX
Virtus Tactical Allocation A
Price$11.29
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets637.59M
American Funds American Balanced R2E
Price$38.82
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
NAINX vs RAMHX Comparison Chart in %
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NAINX vs. RAMHX commentary
Oct 07, 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 NAINX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. NAINX (638M). NAINX pays higher dividends than RAMHX: NAINX (1.69) vs RAMHX (1.35). NAINX was incepted earlier than RAMHX: NAINX (85 years) vs RAMHX (11 years). NAINX (1.07) and RAMHX (1.04) have similar cost to investors . RAMHX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RAMHX has a lower initial minimum investment than NAINX: RAMHX (250) vs NAINX (2500). RAMHX annual gain was more profitable for investors over the last year : 9.10 vs. NAINX (-3.01). RAMHX return over 5 years is better than : 40.89 vs. NAINX (-3.33).
| NAINX | RAMHX | NAINX / RAMHX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.07 | 1.04 | 103% |
| Fund Existence | 85 years | 11 years | - |
| Gain YTD | 8.416 | 14.313 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 266B | 0% |
| Annual Yield % from dividends | 1.69 | 1.35 | 125% |
| Returns for 1 year | -3.01 | 9.10 | -33% |
| Returns for 3 years | 31.50 | 49.58 | 64% |
| Returns for 5 years | -3.33 | 40.89 | -8% |
| Returns for 10 years | 44.81 | 71.89 | 62% |
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