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RAMHX vs VLIIX
RAMHX vs VLIIX Comparison
Open Charts RAMHX vs VLIIX
American Funds American Balanced R2E
Price$34.64
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.88B
Value Line Capital Appreciation Instl
Price$13.01
Change-$0.11 (-0.84%)
VolumeN/A
Net Assets446.1M
RAMHX vs VLIIX Comparison Chart
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RAMHX vs. VLIIX commentary
May 24, 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: 238B vs. VLIIX (446M). RAMHX pays higher dividends than VLIIX: RAMHX (1.55) vs VLIIX (1.05). 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 : 16.68 vs. RAMHX (4.72). RAMHX return over 5 years is better than : 35.22 vs. VLIIX (25.27).
| 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 | 1.635 | 3.009 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 446M | 53,363% |
| Annual Yield % from dividends | 1.55 | 1.05 | 147% |
| Returns for 1 year | 4.72 | 16.68 | 28% |
| Returns for 3 years | 20.86 | 45.68 | 46% |
| Returns for 5 years | 35.22 | 25.27 | 139% |
| Returns for 10 years | 48.50 | N/A | - |
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