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IUASX vs RAMHX
IUASX vs RAMHX Comparison
Open Charts IUASX vs RAMHX
VY® Invesco Equity and Income S
Price$44.04
Change+$0.22 (+0.50%)
VolumeN/A
Net Assets455.81M
American Funds American Balanced R2E
Price$36.69
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
IUASX vs RAMHX Comparison Chart in %
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IUASX vs. RAMHX commentary
Jul 18, 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: 252B vs. IUASX (456M). IUASX pays higher dividends than RAMHX: IUASX (3.02) vs RAMHX (1.43). 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 : 6.52 vs. IUASX (1.03). RAMHX return over 5 years is better than : 36.29 vs. IUASX (17.93).
| 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 | 5.362 | 7.860 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 456M | 252B | 0% |
| Annual Yield % from dividends | 3.02 | 1.43 | 211% |
| Returns for 1 year | 1.03 | 6.52 | 16% |
| Returns for 3 years | 1.94 | 34.44 | 6% |
| Returns for 5 years | 17.93 | 36.29 | 49% |
| Returns for 10 years | 10.52 | 57.59 | 18% |
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