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IUAAX vs RAMHX
IUAAX vs RAMHX Comparison
Open Charts IUAAX vs RAMHX
VY® Invesco Equity and Income A
Price$43.08
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets454.11M
American Funds American Balanced R2E
Price$36.69
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
IUAAX vs RAMHX Comparison Chart in %
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IUAAX vs. RAMHX commentary
Jul 18, 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: 252B vs. IUAAX (454M). IUAAX pays higher dividends than RAMHX: IUAAX (2.75) vs RAMHX (1.43). IUAAX was incepted earlier than RAMHX: IUAAX (24 years) vs RAMHX (11 years). IUAAX (1.24) is less costly to investors than RAMHX (1.04). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RAMHX (44.00). 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 : 6.52 vs. IUAAX (0.07). RAMHX return over 5 years is better than : 36.29 vs. IUAAX (15.40).
| IUAAX | RAMHX | IUAAX / RAMHX | |
| Total Expense Ratio | 1.14 | 1.04 | 110% |
| Annual Report Gross Expense Ratio | 1.24 | 1.04 | 119% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 4.762 | 7.860 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 252B | 0% |
| Annual Yield % from dividends | 2.75 | 1.43 | 192% |
| Returns for 1 year | 0.07 | 6.52 | 1% |
| Returns for 3 years | 0.11 | 34.44 | 0% |
| Returns for 5 years | 15.40 | 36.29 | 42% |
| Returns for 10 years | 6.45 | 57.59 | 11% |
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