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RAMHX vs VLIIX
RAMHX vs VLIIX Comparison
Open Charts RAMHX vs VLIIX
American Funds American Balanced R2E
Price$36.75
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
Value Line Capital Appreciation Instl
Price$14.05
Change-$0.10 (-0.71%)
VolumeN/A
Net Assets495.51M
RAMHX vs VLIIX Comparison Chart in %
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RAMHX vs. VLIIX commentary
Aug 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. VLIIX (496M). RAMHX pays higher dividends than VLIIX: RAMHX (1.42) vs VLIIX (0.91). RAMHX was incepted earlier than VLIIX: RAMHX (11 years) vs VLIIX (10 years). RAMHX (1.04) is less costly to investors than VLIIX (0.88). RAMHX is a more actively managed with annual turnover of: 44.00 vs. VLIIX (36.00). 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 : 29.93 vs. RAMHX (10.46). RAMHX return over 5 years is better than : 33.92 vs. VLIIX (21.56).
| RAMHX | VLIIX | RAMHX / VLIIX | |
| Total Expense Ratio | 1.04 | 0.83 | 125% |
| Annual Report Gross Expense Ratio | 1.04 | 0.88 | 118% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 8.036 | 11.243 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 496M | 51,210% |
| Annual Yield % from dividends | 1.42 | 0.91 | 155% |
| Returns for 1 year | 10.46 | 29.93 | 35% |
| Returns for 3 years | 29.34 | 45.00 | 65% |
| Returns for 5 years | 33.92 | 21.56 | 157% |
| Returns for 10 years | 59.63 | N/A | - |
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