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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Macquarie Balanced Fund Class R6
Price$24.51
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.57B
American Funds American Balanced R2E
Price$35.30
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
IBARX vs RAMHX Comparison Chart
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IBARX vs. RAMHX commentary
Jan 25, 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: 243B vs. IBARX (1.57B). IBARX pays higher dividends than RAMHX: IBARX (2.35) vs RAMHX (1.84). IBARX was incepted earlier than RAMHX: IBARX (10 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IBARX (82.00). 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 : 19.32 vs. RAMHX (12.08). RAMHX return over 5 years is better than : 29.64 vs. IBARX (6.10).
| IBARX | RAMHX | IBARX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 3.593 | 3.367 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 243B | 1% |
| Annual Yield % from dividends | 2.35 | 1.84 | 127% |
| Returns for 1 year | 19.32 | 12.08 | 160% |
| Returns for 3 years | 0.54 | 15.01 | 4% |
| Returns for 5 years | 6.10 | 29.64 | 21% |
| Returns for 10 years | 9.27 | 52.24 | 18% |
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