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RAMHX vs VTAIX
RAMHX vs VTAIX Comparison
Open Charts RAMHX vs VTAIX
American Funds American Balanced R2E
Price$38.57
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Virtus Tactical Allocation I
Price$10.93
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets609.04M
RAMHX vs VTAIX Comparison Chart in %
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RAMHX vs. VTAIX commentary
Nov 20, 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 VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. VTAIX (609M). VTAIX pays higher dividends than RAMHX: VTAIX (1.91) vs RAMHX (1.33). 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 : 8.45 vs. VTAIX (-6.91). RAMHX return over 5 years is better than : 36.09 vs. VTAIX (-8.87).
| 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 | 13.577 | 5.167 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 609M | 43,186% |
| Annual Yield % from dividends | 1.33 | 1.91 | 70% |
| Returns for 1 year | 8.45 | -6.91 | -122% |
| Returns for 3 years | 39.16 | 23.19 | 169% |
| Returns for 5 years | 36.09 | -8.87 | -407% |
| Returns for 10 years | 66.08 | N/A | - |
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