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RAMHX vs VTARX
RAMHX vs VTARX Comparison
Open Charts RAMHX vs VTARX
American Funds American Balanced R2E
Price$37.08
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets255.61B
Virtus Tactical Allocation R6
Price$11.17
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.42M
RAMHX vs VTARX Comparison Chart in %
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RAMHX vs. VTARX commentary
Aug 20, 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: 256B vs. VTARX (639M). 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 : 6.32 vs. VTARX (-0.96).
| 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 | 9.006 | 7.496 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 639M | 40,063% |
| Annual Yield % from dividends | 1.42 | 2.02 | 70% |
| Returns for 1 year | 6.32 | -0.96 | -659% |
| Returns for 3 years | 29.06 | 17.32 | 168% |
| Returns for 5 years | 34.98 | N/A | - |
| Returns for 10 years | 66.71 | N/A | - |