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IUAIX vs RAMHX
IUAIX vs RAMHX Comparison
Open Charts IUAIX vs RAMHX
VY® Invesco Equity and Income I
Price$44.55
Change-$0.19 (-0.42%)
VolumeN/A
Net Assets458.09M
American Funds American Balanced R2E
Price$36.63
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.03B
IUAIX vs RAMHX Comparison Chart in %
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IUAIX vs. RAMHX commentary
Jul 14, 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: 252B vs. IUAIX (458M). IUAIX pays higher dividends than RAMHX: IUAIX (3.09) vs RAMHX (1.43). IUAIX was incepted earlier than RAMHX: IUAIX (24 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 : 6.29 vs. IUAIX (3.26). RAMHX return over 5 years is better than : 37.42 vs. IUAIX (23.48).
| IUAIX | RAMHX | IUAIX / RAMHX | |
| Total Expense Ratio | 0.64 | 1.04 | 62% |
| Annual Report Gross Expense Ratio | 0.74 | 1.04 | 71% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 5.794 | 7.683 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 252B | 0% |
| Annual Yield % from dividends | 3.09 | 1.43 | 216% |
| Returns for 1 year | 3.26 | 6.29 | 52% |
| Returns for 3 years | 3.90 | 34.41 | 11% |
| Returns for 5 years | 23.48 | 37.42 | 63% |
| Returns for 10 years | 14.74 | 58.09 | 25% |