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NAINX vs RAMHX
NAINX vs RAMHX Comparison
Open Charts NAINX vs RAMHX
Virtus Tactical Allocation A
Price$11.14
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets627.1M
American Funds American Balanced R2E
Price$38.79
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
NAINX vs RAMHX Comparison Chart in %
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NAINX vs. RAMHX commentary
Oct 19, 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 NAINX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 265B vs. NAINX (627M). NAINX pays higher dividends than RAMHX: NAINX (1.69) vs RAMHX (1.35). NAINX was incepted earlier than RAMHX: NAINX (85 years) vs RAMHX (11 years). NAINX (1.07) and RAMHX (1.04) have similar cost to investors . RAMHX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RAMHX has a lower initial minimum investment than NAINX: RAMHX (250) vs NAINX (2500). RAMHX annual gain was more profitable for investors over the last year : 8.20 vs. NAINX (-5.58). RAMHX return over 5 years is better than : 39.39 vs. NAINX (-6.22).
| NAINX | RAMHX | NAINX / RAMHX | |
| Total Expense Ratio | 0.99 | 1.04 | 95% |
| Annual Report Gross Expense Ratio | 1.07 | 1.04 | 103% |
| Fund Existence | 85 years | 11 years | - |
| Gain YTD | 6.881 | 14.224 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 265B | 0% |
| Annual Yield % from dividends | 1.69 | 1.35 | 125% |
| Returns for 1 year | -5.58 | 8.20 | -68% |
| Returns for 3 years | 29.21 | 48.64 | 60% |
| Returns for 5 years | -6.22 | 39.39 | -16% |
| Returns for 10 years | 42.44 | 70.36 | 60% |
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