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IUASX vs RAMHX
IUASX vs RAMHX Comparison
Open Charts IUASX vs RAMHX
VY® Invesco Equity and Income S
Price$41.05
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets438.26M
American Funds American Balanced R2E
Price$34.15
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
IUASX vs RAMHX Comparison Chart
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IUASX vs. RAMHX commentary
May 12, 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: 234B vs. IUASX (438M). IUASX pays higher dividends than RAMHX: IUASX (3.25) vs RAMHX (1.55). IUASX was incepted earlier than RAMHX: IUASX (23 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than IUASX (0.97). 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 : 3.73 vs. IUASX (-2.80). RAMHX return over 5 years is better than : 34.00 vs. IUASX (18.79).
| IUASX | RAMHX | IUASX / RAMHX | |
| Total Expense Ratio | 0.89 | 1.04 | 86% |
| Annual Report Gross Expense Ratio | 0.97 | 1.04 | 93% |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | -1.298 | 0.198 | -657% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 234B | 0% |
| Annual Yield % from dividends | 3.25 | 1.55 | 210% |
| Returns for 1 year | -2.80 | 3.73 | -75% |
| Returns for 3 years | -8.25 | 20.24 | -41% |
| Returns for 5 years | 18.79 | 34.00 | 55% |
| Returns for 10 years | 4.76 | 46.57 | 10% |
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