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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Delaware Ivy Balanced Fund Class R6
Price$23.80
Change+$0.20 (+0.85%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.18
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
IBARX vs RAMHX Comparison Chart
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IBARX vs. RAMHX commentary
Dec 24, 2024
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: 236B vs. IBARX (1.54B). 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 : 17.37 vs. RAMHX (9.69). RAMHX return over 5 years is better than : 27.52 vs. IBARX (3.99).
| 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 | 16.807 | 9.068 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 236B | 1% |
| Annual Yield % from dividends | 2.35 | 1.84 | 127% |
| Returns for 1 year | 17.37 | 9.69 | 179% |
| Returns for 3 years | -7.00 | 8.34 | -84% |
| Returns for 5 years | 3.99 | 27.52 | 15% |
| Returns for 10 years | 5.76 | 47.23 | 12% |
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