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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Delaware Ivy Balanced Fund Class R6
Price$24.24
Change+$0.16 (+0.66%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$36.66
Change+$0.22 (+0.60%)
VolumeN/A
CapitalizationN/A
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IBARX vs RAMHX Comparison Chart
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IBARX vs. RAMHX commentary
Nov 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
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 : 29.61 vs. RAMHX (25.13). RAMHX return over 5 years is better than : 36.42 vs. IBARX (2.71).
| 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 | 18.966 | 15.890 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 239B | - |
| Annual Yield % from dividends | 2.35 | 1.84 | 127% |
| Returns for 1 year | 29.61 | 25.13 | 118% |
| Returns for 3 years | -16.23 | 11.58 | -140% |
| Returns for 5 years | 2.71 | 36.42 | 7% |
| Returns for 10 years | 6.14 | 50.71 | 12% |