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RAMHX vs VLIIX
RAMHX vs VLIIX Comparison
Open Charts RAMHX vs VLIIX
American Funds American Balanced R2E
Price$34.08
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
Value Line Capital Appreciation Instl
Price$12.78
Change-$0.55 (-4.13%)
VolumeN/A
CapitalizationN/A
RAMHX vs VLIIX Comparison Chart
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RAMHX vs. VLIIX commentary
Dec 19, 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 VLIIX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. VLIIX (488M). RAMHX pays higher dividends than VLIIX: RAMHX (1.84) vs VLIIX (0.88). RAMHX was incepted earlier than VLIIX: RAMHX (10 years) vs VLIIX (9 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. VLIIX (52.00). RAMHX has a lower initial minimum investment than VLIIX: RAMHX (250) vs VLIIX (100000). VLIIX annual gain was more profitable for investors over the last year : 28.30 vs. RAMHX (12.16). VLIIX return over 5 years is better than : 33.86 vs. RAMHX (30.35).
| RAMHX | VLIIX | RAMHX / VLIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 11.169 | 26.952 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 488M | 49,385% |
| Annual Yield % from dividends | 1.84 | 0.88 | 209% |
| Returns for 1 year | 12.16 | 28.30 | 43% |
| Returns for 3 years | 10.76 | 12.14 | 89% |
| Returns for 5 years | 30.35 | 33.86 | 90% |
| Returns for 10 years | 42.75 | N/A | - |
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