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RAMHX vs VALIX
RAMHX vs VALIX Comparison
Open Charts RAMHX vs VALIX
American Funds American Balanced R2E
Price$35.93
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Investor
Price$12.68
Change-$0.11 (-0.86%)
VolumeN/A
CapitalizationN/A
RAMHX vs VALIX Comparison Chart
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RAMHX vs. VALIX commentary
Nov 18, 2024
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 StrongBuy and VALIX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. VALIX (466M). RAMHX pays higher dividends than VALIX: RAMHX (1.84) vs VALIX (0.68). RAMHX was incepted earlier than VALIX: RAMHX (10 years) vs VALIX (72 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. VALIX (52.00). 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 : 32.01 vs. RAMHX (20.31). RAMHX return over 5 years is better than : 32.43 vs. VALIX (19.74).
| RAMHX | VALIX | RAMHX / VALIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 72 years | - |
| Gain YTD | 13.582 | 20.762 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 466M | 50,644% |
| Annual Yield % from dividends | 1.84 | 0.68 | 271% |
| Returns for 1 year | 20.31 | 32.01 | 63% |
| Returns for 3 years | 9.39 | -10.47 | -90% |
| Returns for 5 years | 32.43 | 19.74 | 164% |
| Returns for 10 years | 46.74 | 21.89 | 213% |
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