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RAMHX vs VALIX
RAMHX vs VALIX Comparison
Open Charts RAMHX vs VALIX
American Funds American Balanced R2E
Price$36.01
Change+$0.37 (+1.04%)
VolumeN/A
Net Assets248.02B
Value Line Capital Appreciation Investor
Price$13.77
Change+$0.27 (+2.00%)
VolumeN/A
Net Assets466.76M
RAMHX vs VALIX Comparison Chart in %
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RAMHX vs. VALIX commentary
Jun 26, 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 RAMHX is a Buy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 248B vs. VALIX (467M). RAMHX pays higher dividends than VALIX: RAMHX (1.49) vs VALIX (0.76). RAMHX was incepted earlier than VALIX: RAMHX (11 years) vs VALIX (73 years). VALIX (1.08) and RAMHX (1.04) have similar cost to investors . RAMHX is a more actively managed with annual turnover of: 44.00 vs. VALIX (36.00). RAMHX has a lower initial minimum investment than VALIX: RAMHX (250) vs VALIX (1000). VALIX annual gain was more profitable for investors over the last year : 20.33 vs. RAMHX (6.10). RAMHX return over 5 years is better than : 37.49 vs. VALIX (23.97).
| RAMHX | VALIX | RAMHX / VALIX | |
| Total Expense Ratio | 1.04 | 1.08 | 96% |
| Annual Report Gross Expense Ratio | 1.04 | 1.08 | 96% |
| Fund Existence | 11 years | 73 years | - |
| Gain YTD | 5.861 | 9.026 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 467M | 53,105% |
| Annual Yield % from dividends | 1.49 | 0.76 | 196% |
| Returns for 1 year | 6.10 | 20.33 | 30% |
| Returns for 3 years | 30.25 | 51.13 | 59% |
| Returns for 5 years | 37.49 | 23.97 | 156% |
| Returns for 10 years | 56.23 | 47.82 | 118% |
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