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IRSVX vs RAMTX
IRSVX vs RAMTX Comparison Chart in %
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IRSVX vs. RAMTX commentary
Jul 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 IRSVX is a Hold and RAMTX is a Hold.
FUNDAMENTALS
Fundamentals
RAMTX has more cash in the bank: 27.3B vs. IRSVX (145M). IRSVX pays higher dividends than RAMTX: IRSVX (1.60) vs RAMTX (0.20). IRSVX was incepted earlier than RAMTX: IRSVX (13 years) vs RAMTX (15 years). RAMTX (1.48) is less costly to investors than IRSVX (0.39). IRSVX is a more actively managed with annual turnover of: 44.00 vs. RAMTX (5.00). RAMTX has a lower initial minimum investment than IRSVX: RAMTX (250) vs IRSVX (250000). IRSVX annual gain was more profitable for investors over the last year : 13.05 vs. RAMTX (12.21). RAMTX (43.09) and IRSVX (42.45) have equivalent 5 years return.
| IRSVX | RAMTX | IRSVX / RAMTX | |
| Total Expense Ratio | 0.39 | 1.48 | 26% |
| Annual Report Gross Expense Ratio | 0.39 | 1.48 | 26% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 10.290 | 10.856 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 145M | 27.3B | 1% |
| Annual Yield % from dividends | 1.60 | 0.20 | 783% |
| Returns for 1 year | 13.05 | 12.21 | 107% |
| Returns for 3 years | 46.96 | 40.41 | 116% |
| Returns for 5 years | 42.45 | 43.09 | 99% |
| Returns for 10 years | 66.73 | 79.29 | 84% |
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