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RAMHX vs VLIIX
RAMHX vs VLIIX Comparison
Open Charts RAMHX vs VLIIX
American Funds American Balanced R2E
Price$34.81
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets240.18B
Value Line Capital Appreciation Instl
Price$12.98
Change+$0.13 (+1.01%)
VolumeN/A
Net Assets477.08M
RAMHX vs VLIIX Comparison Chart
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RAMHX vs. VLIIX commentary
Jan 19, 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 VLIIX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 240B vs. VLIIX (477M). 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 : 26.64 vs. RAMHX (11.75). RAMHX (27.36) and VLIIX (26.40) have equivalent 5 years return.
| 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 | 1.933 | 2.771 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 477M | 50,314% |
| Annual Yield % from dividends | 1.84 | 0.88 | 209% |
| Returns for 1 year | 11.75 | 26.64 | 44% |
| Returns for 3 years | 11.25 | 13.84 | 81% |
| Returns for 5 years | 27.36 | 26.40 | 104% |
| Returns for 10 years | 51.78 | N/A | - |
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