Interact to see
Advertisement
Advertisement
RAMHX vs VTAIX
RAMHX vs VTAIX Comparison
Open Charts RAMHX vs VTAIX
American Funds American Balanced R2E
Price$38.79
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Virtus Tactical Allocation I
Price$11.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets626.72M
RAMHX vs VTAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RAMHX vs. VTAIX 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 RAMHX is a Buy and VTAIX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 266B vs. VTAIX (627M). 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 : 8.20 vs. VTAIX (-5.29). RAMHX return over 5 years is better than : 39.39 vs. VTAIX (-5.12).
| 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 | 14.224 | 7.094 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 627M | 42,424% |
| Annual Yield % from dividends | 1.35 | 1.91 | 71% |
| Returns for 1 year | 8.20 | -5.29 | -155% |
| Returns for 3 years | 48.64 | 30.05 | 162% |
| Returns for 5 years | 39.39 | -5.12 | -770% |
| Returns for 10 years | 70.36 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement