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IUASX vs RAMHX
IUASX vs RAMHX Comparison
Open Charts IUASX vs RAMHX
VY® Invesco Equity and Income S
Price$43.41
Change+$0.32 (+0.74%)
VolumeN/A
Net Assets451.8M
American Funds American Balanced R2E
Price$36.23
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
IUASX vs RAMHX Comparison Chart in %
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IUASX vs. RAMHX commentary
Jun 27, 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: 248B vs. IUASX (452M). IUASX pays higher dividends than RAMHX: IUASX (3.14) vs RAMHX (1.49). 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 : 6.87 vs. IUASX (2.67). RAMHX return over 5 years is better than : 40.00 vs. IUASX (21.90).
| 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 | 3.607 | 6.507 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 248B | 0% |
| Annual Yield % from dividends | 3.14 | 1.49 | 211% |
| Returns for 1 year | 2.67 | 6.87 | 39% |
| Returns for 3 years | -1.00 | 31.09 | -3% |
| Returns for 5 years | 21.90 | 40.00 | 55% |
| Returns for 10 years | 10.43 | 59.04 | 18% |
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