Interact to see
Advertisement
Advertisement
RAMHX vs VTAIX
RAMHX vs VTAIX Comparison
Open Charts RAMHX vs VTAIX
American Funds American Balanced R2E
Price$38.36
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
Virtus Tactical Allocation I
Price$11.28
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets637.66M
RAMHX vs VTAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RAMHX vs. VTAIX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 262B vs. VTAIX (638M). VTAIX pays higher dividends than RAMHX: VTAIX (1.87) vs RAMHX (1.40). 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 : 9.80 vs. VTAIX (-2.36). RAMHX return over 5 years is better than : 40.46 vs. VTAIX (1.82).
| 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 | 12.769 | 8.169 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 638M | 41,066% |
| Annual Yield % from dividends | 1.40 | 1.87 | 75% |
| Returns for 1 year | 9.80 | -2.36 | -416% |
| Returns for 3 years | 40.46 | 23.05 | 175% |
| Returns for 5 years | 40.46 | 1.82 | 2,221% |
| Returns for 10 years | 72.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement