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RAMHX vs VLIIX
RAMHX vs VLIIX Comparison
Open Charts RAMHX vs VLIIX
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets244.39B
Value Line Capital Appreciation Instl
Price$13.32
Change-$0.16 (-1.19%)
VolumeN/A
Net Assets459.74M
RAMHX vs VLIIX Comparison Chart
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RAMHX vs. VLIIX commentary
Jun 15, 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: 244B vs. VLIIX (460M). RAMHX pays higher dividends than VLIIX: RAMHX (1.49) vs VLIIX (0.98). 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 : 15.85 vs. RAMHX (4.81). RAMHX return over 5 years is better than : 35.68 vs. VLIIX (26.37).
| 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 | 4.244 | 5.463 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 460M | 53,043% |
| Annual Yield % from dividends | 1.49 | 0.98 | 152% |
| Returns for 1 year | 4.81 | 15.85 | 30% |
| Returns for 3 years | 31.04 | 55.42 | 56% |
| Returns for 5 years | 35.68 | 26.37 | 135% |
| Returns for 10 years | 53.22 | N/A | - |
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