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RAMHX vs VTAIX
RAMHX vs VTAIX Comparison
Open Charts RAMHX vs VTAIX
American Funds American Balanced R2E
Price$36.54
Change-$0.26 (-0.71%)
VolumeN/A
Net Assets252.98B
Virtus Tactical Allocation I
Price$11.14
Change-$0.08 (-0.71%)
VolumeN/A
Net Assets642.94M
RAMHX vs VTAIX Comparison Chart in %
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RAMHX vs. VTAIX commentary
Aug 02, 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 VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. VTAIX (643M). VTAIX pays higher dividends than RAMHX: VTAIX (1.87) vs RAMHX (1.42). RAMHX was incepted earlier than VTAIX: RAMHX (11 years) vs VTAIX (7 years). RAMHX (1.04) is less costly to investors than VTAIX (0.87). RAMHX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). RAMHX has a lower initial minimum investment than VTAIX: RAMHX (250) vs VTAIX (100000). RAMHX annual gain was more profitable for investors over the last year : 6.97 vs. VTAIX (1.61). RAMHX return over 5 years is better than : 34.64 vs. VTAIX (3.75).
| RAMHX | VTAIX | RAMHX / VTAIX | |
| Total Expense Ratio | 1.04 | 0.76 | 137% |
| Annual Report Gross Expense Ratio | 1.04 | 0.87 | 120% |
| Fund Existence | 11 years | 7 years | - |
| Gain YTD | 7.419 | 7.594 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 643M | 39,347% |
| Annual Yield % from dividends | 1.42 | 1.87 | 76% |
| Returns for 1 year | 6.97 | 1.61 | 434% |
| Returns for 3 years | 29.30 | 18.82 | 156% |
| Returns for 5 years | 34.64 | 3.75 | 925% |
| Returns for 10 years | 57.70 | N/A | - |
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