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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Macquarie Balanced Fund Class R6
Price$24.21
Change-$0.25 (-1.02%)
VolumeN/A
Net Assets1.57B
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets246.53B
IBARX vs RAMHX Comparison Chart
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IBARX vs. RAMHX commentary
Jun 14, 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 IBARX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 247B vs. IBARX (1.57B). RAMHX pays higher dividends than IBARX: RAMHX (1.49) vs IBARX (1.21). IBARX was incepted earlier than RAMHX: IBARX (11 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than IBARX (0.78). IBARX is a more actively managed with annual turnover of: 73.00 vs. RAMHX (44.00). IBARX has a lower initial minimum investment than RAMHX: IBARX (0) vs RAMHX (250). IBARX annual gain was more profitable for investors over the last year : 9.79 vs. RAMHX (4.81). RAMHX return over 5 years is better than : 35.68 vs. IBARX (12.30).
| IBARX | RAMHX | IBARX / RAMHX | |
| Total Expense Ratio | 0.72 | 1.04 | 69% |
| Annual Report Gross Expense Ratio | 0.78 | 1.04 | 75% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 3.830 | 4.244 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 247B | 1% |
| Annual Yield % from dividends | 1.21 | 1.49 | 81% |
| Returns for 1 year | 9.79 | 4.81 | 204% |
| Returns for 3 years | 15.55 | 31.04 | 50% |
| Returns for 5 years | 12.30 | 35.68 | 34% |
| Returns for 10 years | 6.44 | 53.22 | 12% |
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