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NAINX vs RAMHX
NAINX vs RAMHX Comparison
Open Charts NAINX vs RAMHX
Virtus Tactical Allocation A
Price$11.18
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets632.24M
American Funds American Balanced R2E
Price$38.30
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
NAINX vs RAMHX Comparison Chart in %
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NAINX vs. RAMHX commentary
Sep 29, 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 Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. NAINX (632M). NAINX pays higher dividends than RAMHX: NAINX (1.64) vs RAMHX (1.40). 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 : 7.60 vs. NAINX (-4.85). RAMHX return over 5 years is better than : 41.73 vs. NAINX (-0.49).
| 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 | 7.265 | 12.782 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 263B | 0% |
| Annual Yield % from dividends | 1.64 | 1.40 | 118% |
| Returns for 1 year | -4.85 | 7.60 | -64% |
| Returns for 3 years | 31.27 | 49.40 | 63% |
| Returns for 5 years | -0.49 | 41.73 | -1% |
| Returns for 10 years | 50.49 | 77.38 | 65% |
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