Interact to see
Advertisement
Advertisement
IUASX vs RAMHX
IUASX vs RAMHX Comparison
Open Charts IUASX vs RAMHX
VY® Invesco Equity and Income S
Price$31.27
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets453.22M
American Funds American Balanced R2E
Price$36.84
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets253.12B
IUASX vs RAMHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUASX vs. RAMHX commentary
Aug 08, 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 IUASX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 253B vs. IUASX (453M). IUASX pays higher dividends than RAMHX: IUASX (3.00) vs RAMHX (1.42). IUASX was incepted earlier than RAMHX: IUASX (24 years) vs RAMHX (11 years). RAMHX (1.04) and IUASX (0.99) have similar cost to investors . IUASX is a more actively managed with annual turnover of: 125.00 vs. RAMHX (44.00). IUASX has a lower initial minimum investment than RAMHX: IUASX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 10.27 vs. IUASX (-19.81). RAMHX return over 5 years is better than : 34.01 vs. IUASX (-13.29).
| IUASX | RAMHX | IUASX / RAMHX | |
| Total Expense Ratio | 0.89 | 1.04 | 86% |
| Annual Report Gross Expense Ratio | 0.99 | 1.04 | 95% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | -24.659 | 8.301 | -297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 453M | 253B | 0% |
| Annual Yield % from dividends | 3.00 | 1.42 | 211% |
| Returns for 1 year | -19.81 | 10.27 | -193% |
| Returns for 3 years | -18.83 | 29.65 | -63% |
| Returns for 5 years | -13.29 | 34.01 | -39% |
| Returns for 10 years | -13.56 | 60.02 | -23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement