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RAMHX vs VTARX
RAMHX vs VTARX Comparison
Open Charts RAMHX vs VTARX
American Funds American Balanced R2E
Price$36.83
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Virtus Tactical Allocation R6
Price$11.22
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets645.08M
RAMHX vs VTARX Comparison Chart in %
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RAMHX vs. VTARX commentary
Aug 08, 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. VTARX (645M). VTARX pays higher dividends than RAMHX: VTARX (2.02) vs RAMHX (1.42). RAMHX was incepted earlier than VTARX: RAMHX (11 years) vs VTARX (5 years). RAMHX (1.04) is less costly to investors than VTARX (0.76). RAMHX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). RAMHX has a lower initial minimum investment than VTARX: RAMHX (250) vs VTARX (2500000). RAMHX annual gain was more profitable for investors over the last year : 10.89 vs. VTARX (4.46).
| RAMHX | VTARX | RAMHX / VTARX | |
| Total Expense Ratio | 1.04 | 0.60 | 173% |
| Annual Report Gross Expense Ratio | 1.04 | 0.76 | 137% |
| Fund Existence | 11 years | 5 years | - |
| Gain YTD | 8.271 | 8.169 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 645M | 39,225% |
| Annual Yield % from dividends | 1.42 | 2.02 | 70% |
| Returns for 1 year | 10.89 | 4.46 | 244% |
| Returns for 3 years | 29.36 | 17.71 | 166% |
| Returns for 5 years | 33.98 | N/A | - |
| Returns for 10 years | 58.89 | N/A | - |
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