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IVIPX vs RAMHX
IVIPX vs RAMHX Comparison
Open Charts IVIPX vs RAMHX
VY® Invesco Equity and Income S2
Price$40.00
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets435.81M
American Funds American Balanced R2E
Price$34.17
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
IVIPX vs RAMHX Comparison Chart
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IVIPX vs. RAMHX commentary
May 09, 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 IVIPX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 234B vs. IVIPX (436M). IVIPX pays higher dividends than RAMHX: IVIPX (3.19) vs RAMHX (1.55). IVIPX was incepted earlier than RAMHX: IVIPX (16 years) vs RAMHX (11 years). IVIPX (1.12) is less costly to investors than RAMHX (1.04). IVIPX is a more actively managed with annual turnover of: 125.00 vs. RAMHX (44.00). IVIPX has a lower initial minimum investment than RAMHX: IVIPX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 4.23 vs. IVIPX (-3.19). RAMHX return over 5 years is better than : 34.08 vs. IVIPX (16.43).
| IVIPX | RAMHX | IVIPX / RAMHX | |
| Total Expense Ratio | 1.02 | 1.04 | 98% |
| Annual Report Gross Expense Ratio | 1.12 | 1.04 | 108% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | -2.018 | 0.256 | -787% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 234B | 0% |
| Annual Yield % from dividends | 3.19 | 1.55 | 206% |
| Returns for 1 year | -3.19 | 4.23 | -75% |
| Returns for 3 years | -9.78 | 20.51 | -48% |
| Returns for 5 years | 16.43 | 34.08 | 48% |
| Returns for 10 years | 1.37 | 46.37 | 3% |
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