Interact to see
Advertisement
Advertisement
ACERX vs RAMHX
ACERX vs RAMHX Comparison
Open Charts ACERX vs RAMHX
Invesco Equity and Income C
Price$10.86
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets12.46B
American Funds American Balanced R2E
Price$38.57
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
ACERX vs RAMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ACERX vs. RAMHX commentary
Nov 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 ACERX is a Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 263B vs. ACERX (12.5B). RAMHX pays higher dividends than ACERX: RAMHX (1.33) vs ACERX (1.13). ACERX was incepted earlier than RAMHX: ACERX (32 years) vs RAMHX (11 years). ACERX (1.52) is less costly to investors than RAMHX (1.04). ACERX is a more actively managed with annual turnover of: 139.00 vs. RAMHX (44.00). RAMHX has a lower initial minimum investment than ACERX: RAMHX (250) vs ACERX (1000). RAMHX annual gain was more profitable for investors over the last year : 8.45 vs. ACERX (-1.14). RAMHX return over 5 years is better than : 36.09 vs. ACERX (9.82).
| ACERX | RAMHX | ACERX / RAMHX | |
| Total Expense Ratio | 1.51 | 1.04 | 145% |
| Annual Report Gross Expense Ratio | 1.52 | 1.04 | 146% |
| Fund Existence | 32 years | 11 years | - |
| Gain YTD | 7.753 | 13.577 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 263B | 5% |
| Annual Yield % from dividends | 1.13 | 1.33 | 84% |
| Returns for 1 year | -1.14 | 8.45 | -14% |
| Returns for 3 years | 10.00 | 39.16 | 26% |
| Returns for 5 years | 9.82 | 36.09 | 27% |
| Returns for 10 years | 18.90 | 66.08 | 29% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement