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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Macquarie Balanced Fund Class R6
Price$22.42
Change-$0.45 (-1.97%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R2E
Price$32.58
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
IBARX vs RAMHX Comparison Chart
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IBARX vs. RAMHX commentary
Apr 11, 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: 229B vs. IBARX (1.44B). RAMHX pays higher dividends than IBARX: RAMHX (1.54) vs IBARX (1.25). 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). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IBARX (73.00). 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 : 6.87 vs. RAMHX (1.85). RAMHX return over 5 years is better than : 34.17 vs. IBARX (13.57).
| 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 | -2.920 | -2.326 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 229B | 1% |
| Annual Yield % from dividends | 1.25 | 1.54 | 81% |
| Returns for 1 year | 6.87 | 1.85 | 371% |
| Returns for 3 years | -3.52 | 10.20 | -34% |
| Returns for 5 years | 13.57 | 34.17 | 40% |
| Returns for 10 years | -1.44 | 43.40 | -3% |
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