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IRSVX vs RAMTX
IRSVX vs RAMTX Comparison Chart in %
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IRSVX vs. RAMTX commentary
Aug 02, 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: 27.4B vs. IRSVX (148M). IRSVX pays higher dividends than RAMTX: IRSVX (1.60) vs RAMTX (0.20). IRSVX was incepted earlier than RAMTX: IRSVX (13 years) vs RAMTX (16 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 (11.74) and RAMTX (11.68) have marching annual gain over last year. RAMTX return over 5 years is better than : 38.81 vs. IRSVX (36.59).
| 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 | 16 years | - |
| Gain YTD | 10.221 | 10.816 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 250 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148M | 27.4B | 1% |
| Annual Yield % from dividends | 1.60 | 0.20 | 783% |
| Returns for 1 year | 11.74 | 11.68 | 100% |
| Returns for 3 years | 38.19 | 33.01 | 116% |
| Returns for 5 years | 36.59 | 38.81 | 94% |
| Returns for 10 years | 64.85 | 76.98 | 84% |
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