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RAMHX vs VALIX
RAMHX vs VALIX Comparison
Open Charts RAMHX vs VALIX
American Funds American Balanced R2E
Price$36.54
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
Value Line Capital Appreciation Investor
Price$14.17
Change-$0.03 (-0.21%)
VolumeN/A
Net Assets497.08M
RAMHX vs VALIX Comparison Chart in %
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RAMHX vs. VALIX commentary
Aug 02, 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: 253B vs. VALIX (497M). RAMHX pays higher dividends than VALIX: RAMHX (1.42) vs VALIX (0.71). 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 : 24.04 vs. RAMHX (6.75). RAMHX return over 5 years is better than : 35.60 vs. VALIX (23.75).
| 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 | 8.183 | 12.193 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 497M | 50,905% |
| Annual Yield % from dividends | 1.42 | 0.71 | 201% |
| Returns for 1 year | 6.75 | 24.04 | 28% |
| Returns for 3 years | 29.16 | 51.29 | 57% |
| Returns for 5 years | 35.60 | 23.75 | 150% |
| Returns for 10 years | 58.57 | 52.43 | 112% |
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