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IVIPX vs RAMHX
IVIPX vs RAMHX Comparison
Open Charts IVIPX vs RAMHX
VY® Invesco Equity and Income S2
Price$41.65
Change-$0.19 (-0.45%)
VolumeN/A
Net Assets452.35M
American Funds American Balanced R2E
Price$35.50
Change-$0.12 (-0.34%)
VolumeN/A
Net Assets245.47B
IVIPX vs RAMHX Comparison Chart in %
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IVIPX vs. RAMHX commentary
Jun 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 IVIPX is a Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 245B vs. IVIPX (452M). IVIPX pays higher dividends than RAMHX: IVIPX (3.09) vs RAMHX (1.49). IVIPX was incepted earlier than RAMHX: IVIPX (16 years) vs RAMHX (11 years). IVIPX (1.14) 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 : 4.17 vs. IVIPX (2.11). RAMHX return over 5 years is better than : 34.71 vs. IVIPX (15.20).
| IVIPX | RAMHX | IVIPX / RAMHX | |
| Total Expense Ratio | 1.02 | 1.04 | 98% |
| Annual Report Gross Expense Ratio | 1.14 | 1.04 | 110% |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 2.978 | 4.361 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 245B | 0% |
| Annual Yield % from dividends | 3.09 | 1.49 | 207% |
| Returns for 1 year | 2.11 | 4.17 | 51% |
| Returns for 3 years | 0.54 | 32.74 | 2% |
| Returns for 5 years | 15.20 | 34.71 | 44% |
| Returns for 10 years | 5.54 | 53.15 | 10% |
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