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IUAIX vs RAMHX
IUAIX vs RAMHX Comparison
Open Charts IUAIX vs RAMHX
VY® Invesco Equity and Income I
Price$42.45
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets443.05M
American Funds American Balanced R2E
Price$35.31
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets241.95B
IUAIX vs RAMHX Comparison Chart
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IUAIX vs. RAMHX commentary
Jun 04, 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 IUAIX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 242B vs. IUAIX (443M). IUAIX pays higher dividends than RAMHX: IUAIX (3.22) vs RAMHX (1.49). IUAIX was incepted earlier than RAMHX: IUAIX (23 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than IUAIX (0.74). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RAMHX (44.00). IUAIX has a lower initial minimum investment than RAMHX: IUAIX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 6.94 vs. IUAIX (-0.14). RAMHX return over 5 years is better than : 32.78 vs. IUAIX (14.66).
| IUAIX | RAMHX | IUAIX / RAMHX | |
| Total Expense Ratio | 0.64 | 1.04 | 62% |
| Annual Report Gross Expense Ratio | 0.74 | 1.04 | 71% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 0.712 | 3.601 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 242B | 0% |
| Annual Yield % from dividends | 3.22 | 1.49 | 216% |
| Returns for 1 year | -0.14 | 6.94 | -2% |
| Returns for 3 years | -8.28 | 20.69 | -40% |
| Returns for 5 years | 14.66 | 32.78 | 45% |
| Returns for 10 years | 9.32 | 52.77 | 18% |
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