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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Macquarie Balanced Fund Class R6
Price$25.24
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R2E
Price$36.99
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
IBARX vs RAMHX Comparison Chart in %
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IBARX vs. RAMHX commentary
Jul 27, 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 Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 254B vs. IBARX (1.6B). RAMHX pays higher dividends than IBARX: RAMHX (1.43) vs IBARX (1.26). 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: 76.00 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 : 13.76 vs. RAMHX (9.75). RAMHX return over 5 years is better than : 36.97 vs. IBARX (11.61).
| 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 | 7.666 | 8.742 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 1.26 | 1.43 | 88% |
| Returns for 1 year | 13.76 | 9.75 | 141% |
| Returns for 3 years | 14.75 | 33.15 | 44% |
| Returns for 5 years | 11.61 | 36.97 | 31% |
| Returns for 10 years | 11.98 | 60.29 | 20% |
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