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IUAAX vs RAMHX
IUAAX vs RAMHX Comparison
Open Charts IUAAX vs RAMHX
VY® Invesco Equity and Income A
Price$39.51
Change+$0.42 (+1.07%)
VolumeN/A
Net Assets428.54M
American Funds American Balanced R2E
Price$33.51
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
IUAAX vs RAMHX Comparison Chart
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IUAAX vs. RAMHX commentary
Apr 25, 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 IUAAX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 227B vs. IUAAX (429M). IUAAX pays higher dividends than RAMHX: IUAAX (2.87) vs RAMHX (1.54). IUAAX was incepted earlier than RAMHX: IUAAX (23 years) vs RAMHX (11 years). IUAAX (1.22) is less costly to investors than RAMHX (1.04). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IUAAX (144.00). IUAAX has a lower initial minimum investment than RAMHX: IUAAX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 3.68 vs. IUAAX (-5.19). RAMHX return over 5 years is better than : 33.13 vs. IUAAX (16.02).
| IUAAX | RAMHX | IUAAX / RAMHX | |
| Total Expense Ratio | 1.14 | 1.04 | 110% |
| Annual Report Gross Expense Ratio | 1.22 | 1.04 | 117% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -4.542 | -1.680 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 227B | 0% |
| Annual Yield % from dividends | 2.87 | 1.54 | 186% |
| Returns for 1 year | -5.19 | 3.68 | -141% |
| Returns for 3 years | -15.89 | 13.20 | -120% |
| Returns for 5 years | 16.02 | 33.13 | 48% |
| Returns for 10 years | -2.03 | 42.97 | -5% |