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RAMHX vs VTAIX
RAMHX vs VTAIX Comparison
Open Charts RAMHX vs VTAIX
American Funds American Balanced R2E
Price$38.82
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
Virtus Tactical Allocation I
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets637.59M
RAMHX vs VTAIX Comparison Chart in %
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RAMHX vs. VTAIX commentary
Oct 07, 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: 266B vs. VTAIX (638M). VTAIX pays higher dividends than RAMHX: VTAIX (1.91) vs RAMHX (1.35). 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 : 9.10 vs. VTAIX (-2.87). RAMHX return over 5 years is better than : 40.89 vs. VTAIX (-2.27).
| 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 | 14.313 | 8.540 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 638M | 41,693% |
| Annual Yield % from dividends | 1.35 | 1.91 | 71% |
| Returns for 1 year | 9.10 | -2.87 | -317% |
| Returns for 3 years | 49.58 | 32.25 | 154% |
| Returns for 5 years | 40.89 | -2.27 | -1,799% |
| Returns for 10 years | 71.89 | N/A | - |
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