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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Macquarie Balanced Fund Class R6
Price$25.07
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IBARX vs RAMHX Comparison Chart in %
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IBARX vs. RAMHX commentary
Jul 05, 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 StrongBuy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B 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 : 12.50 vs. RAMHX (7.35). RAMHX return over 5 years is better than : 38.74 vs. IBARX (13.42).
| 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 | 6.941 | 7.830 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 1.26 | 1.43 | 88% |
| Returns for 1 year | 12.50 | 7.35 | 170% |
| Returns for 3 years | 16.19 | 33.46 | 48% |
| Returns for 5 years | 13.42 | 38.74 | 35% |
| Returns for 10 years | 10.70 | 60.36 | 18% |
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