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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Macquarie Balanced Fund Class R6
Price$23.71
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.53B
American Funds American Balanced R2E
Price$34.64
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.45B
IBARX vs RAMHX Comparison Chart
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IBARX vs. RAMHX commentary
May 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 Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 237B vs. IBARX (1.53B). RAMHX pays higher dividends than IBARX: RAMHX (1.55) 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: 73.00 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 : 8.44 vs. RAMHX (4.72). RAMHX return over 5 years is better than : 35.22 vs. IBARX (12.03).
| 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 | 0.646 | 1.635 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 237B | 1% |
| Annual Yield % from dividends | 1.26 | 1.55 | 81% |
| Returns for 1 year | 8.44 | 4.72 | 179% |
| Returns for 3 years | 7.92 | 20.86 | 38% |
| Returns for 5 years | 12.03 | 35.22 | 34% |
| Returns for 10 years | 2.97 | 48.50 | 6% |
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