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IUASX vs RAMHX
IUASX vs RAMHX Comparison
Open Charts IUASX vs RAMHX
VY® Invesco Equity and Income S
Price$42.17
Change+$0.29 (+0.69%)
VolumeN/A
Net Assets443.05M
American Funds American Balanced R2E
Price$35.46
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
IUASX vs RAMHX Comparison Chart
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IUASX 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 IUASX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 242B vs. IUASX (443M). 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 : 7.26 vs. IUASX (-0.08). RAMHX return over 5 years is better than : 33.49 vs. IUASX (12.11).
| 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 | 0.697 | 4.041 | 17% |
| 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 | 3.14 | 1.49 | 211% |
| Returns for 1 year | -0.08 | 7.26 | -1% |
| Returns for 3 years | -9.16 | 21.20 | -43% |
| Returns for 5 years | 12.11 | 33.49 | 36% |
| Returns for 10 years | 6.09 | 53.42 | 11% |
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