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IUAAX vs RAMHX
IUAAX vs RAMHX Comparison
Open Charts IUAAX vs RAMHX
VY® Invesco Equity and Income A
Price$41.78
Change+$0.30 (+0.72%)
VolumeN/A
Net Assets446.14M
American Funds American Balanced R2E
Price$35.61
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
IUAAX vs RAMHX Comparison Chart
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IUAAX vs. RAMHX commentary
Jun 07, 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: 243B vs. IUAAX (446M). IUAAX pays higher dividends than RAMHX: IUAAX (2.86) vs RAMHX (1.49). 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 : 6.60 vs. IUAAX (0.27). RAMHX return over 5 years is better than : 32.17 vs. IUAAX (8.23).
| 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 | 1.294 | 4.481 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 243B | 0% |
| Annual Yield % from dividends | 2.86 | 1.49 | 191% |
| Returns for 1 year | 0.27 | 6.60 | 4% |
| Returns for 3 years | -10.28 | 20.84 | -49% |
| Returns for 5 years | 8.23 | 32.17 | 26% |
| Returns for 10 years | 3.83 | 54.63 | 7% |
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