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RAMHX vs VLIIX
RAMHX vs VLIIX Comparison
Open Charts RAMHX vs VLIIX
American Funds American Balanced R2E
Price$33.51
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Value Line Capital Appreciation Instl
Price$12.10
Change+$0.31 (+2.63%)
VolumeN/A
Net Assets407.9M
RAMHX vs VLIIX Comparison Chart
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RAMHX vs. VLIIX commentary
Apr 25, 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: 227B vs. VLIIX (408M). RAMHX pays higher dividends than VLIIX: RAMHX (1.54) vs VLIIX (1.08). RAMHX was incepted earlier than VLIIX: RAMHX (11 years) vs VLIIX (9 years). RAMHX (1.04) is less costly to investors than VLIIX (0.89). RAMHX is a more actively managed with annual turnover of: 171.00 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 : 11.18 vs. RAMHX (3.68). RAMHX return over 5 years is better than : 33.13 vs. VLIIX (27.20).
| RAMHX | VLIIX | RAMHX / VLIIX | |
| Total Expense Ratio | 1.04 | 0.85 | 122% |
| Annual Report Gross Expense Ratio | 1.04 | 0.89 | 117% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -1.680 | -4.196 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 408M | 55,637% |
| Annual Yield % from dividends | 1.54 | 1.08 | 143% |
| Returns for 1 year | 3.68 | 11.18 | 33% |
| Returns for 3 years | 13.20 | 20.06 | 66% |
| Returns for 5 years | 33.13 | 27.20 | 122% |
| Returns for 10 years | 42.97 | N/A | - |
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