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IRSVX vs RAMTX
IRSVX vs RAMTX Comparison Chart in %
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IRSVX vs. RAMTX 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 IRSVX is a Buy and RAMTX is a Hold.
FUNDAMENTALS
Fundamentals
RAMTX has more cash in the bank: 26.4B vs. IRSVX (139M). IRSVX pays higher dividends than RAMTX: IRSVX (1.67) vs RAMTX (0.21). 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 : 9.46 vs. RAMTX (8.21). RAMTX (38.85) and IRSVX (37.28) 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 | 5.594 | 6.260 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139M | 26.4B | 1% |
| Annual Yield % from dividends | 1.67 | 0.21 | 778% |
| Returns for 1 year | 9.46 | 8.21 | 115% |
| Returns for 3 years | 44.61 | 38.38 | 116% |
| Returns for 5 years | 37.28 | 38.85 | 96% |
| Returns for 10 years | 56.12 | 68.01 | 83% |
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