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IUAIX vs RAMHX
IUAIX vs RAMHX Comparison
Open Charts IUAIX vs RAMHX
VY® Invesco Equity and Income I
Price$40.25
Change+$0.42 (+1.05%)
VolumeN/A
Net Assets423.95M
American Funds American Balanced R2E
Price$33.08
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
IUAIX vs RAMHX Comparison Chart
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IUAIX vs. RAMHX commentary
Apr 24, 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: 225B vs. IUAIX (424M). IUAIX pays higher dividends than RAMHX: IUAIX (3.24) vs RAMHX (1.54). IUAIX was incepted earlier than RAMHX: IUAIX (23 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than IUAIX (0.72). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IUAIX (144.00). 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 : 1.14 vs. IUAIX (-5.78). RAMHX return over 5 years is better than : 30.07 vs. IUAIX (18.68).
| IUAIX | RAMHX | IUAIX / RAMHX | |
| Total Expense Ratio | 0.64 | 1.04 | 62% |
| Annual Report Gross Expense Ratio | 0.72 | 1.04 | 69% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -5.414 | -3.939 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 225B | 0% |
| Annual Yield % from dividends | 3.24 | 1.54 | 210% |
| Returns for 1 year | -5.78 | 1.14 | -506% |
| Returns for 3 years | -14.80 | 10.81 | -137% |
| Returns for 5 years | 18.68 | 30.07 | 62% |
| Returns for 10 years | 2.93 | 39.35 | 7% |
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