RAMHX
Price
$36.63
Change
-$0.12 (-0.33%)
Updated
Jul 11 closing price
Net Assets
252.03B
VLIIX
Price
$14.07
Change
-$0.06 (-0.42%)
Updated
Jul 11 closing price
Net Assets
491.06M
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RAMHX vs VLIIX

Header iconRAMHX vs VLIIX Comparison
Open Charts RAMHX vs VLIIXBanner chart's image
American Funds American Balanced R2E
Price$36.63
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.03B
Value Line Capital Appreciation Instl
Price$14.07
Change-$0.06 (-0.42%)
VolumeN/A
Net Assets491.06M
RAMHX vs VLIIX Comparison Chart in %
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RAMHX vs. VLIIX commentary
Jul 13, 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.

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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. VLIIX (491M). RAMHX pays higher dividends than VLIIX: RAMHX (1.43) vs VLIIX (0.92). 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 : 20.41 vs. RAMHX (6.29). RAMHX return over 5 years is better than : 37.42 vs. VLIIX (23.70).
RAMHXVLIIXRAMHX / VLIIX
Total Expense Ratio1.040.83125%
Annual Report Gross Expense Ratio1.040.88118%
Fund Existence11 years10 years-
Gain YTD7.68311.40167%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B491M51,324%
Annual Yield % from dividends1.430.92155%
Returns for 1 year6.2920.4131%
Returns for 3 years34.4161.7856%
Returns for 5 years37.4223.70158%
Returns for 10 years58.09N/A-
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