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RAMHX vs VLIIX
RAMHX vs VLIIX Comparison
Open Charts RAMHX vs VLIIX
American Funds American Balanced R2E
Price$33.31
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
Value Line Capital Appreciation Instl
Price$11.66
Change-$0.53 (-4.35%)
VolumeN/A
Net Assets436.04M
RAMHX vs VLIIX Comparison Chart
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RAMHX vs. VLIIX commentary
Apr 04, 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 Hold and VLIIX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 235B vs. VLIIX (436M). 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 : 2.65 vs. RAMHX (0.88). VLIIX return over 5 years is better than : 46.11 vs. RAMHX (43.40).
| 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 | -2.267 | -7.680 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 436M | 53,899% |
| Annual Yield % from dividends | 1.54 | 1.08 | 143% |
| Returns for 1 year | 0.88 | 2.65 | 33% |
| Returns for 3 years | 8.00 | 3.41 | 234% |
| Returns for 5 years | 43.40 | 46.11 | 94% |
| Returns for 10 years | 43.77 | N/A | - |
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