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IBNAX vs RAMHX
IBNAX vs RAMHX Comparison
Open Charts IBNAX vs RAMHX
Macquarie Balanced Fund
Price$23.29
Change-$0.29 (-1.23%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R2E
Price$33.92
Change-$0.54 (-1.57%)
VolumeN/A
Net Assets237.28B
IBNAX vs RAMHX Comparison Chart
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IBNAX vs. RAMHX commentary
Mar 11, 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 IBNAX is a Hold and RAMHX is a Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 237B vs. IBNAX (1.5B). IBNAX pays higher dividends than RAMHX: IBNAX (1.82) vs RAMHX (1.51). IBNAX was incepted earlier than RAMHX: IBNAX (37 years) vs RAMHX (11 years). IBNAX (1.08) and RAMHX (1.04) have similar cost to investors . RAMHX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (73.00). RAMHX has a lower initial minimum investment than IBNAX: RAMHX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 9.80 vs. RAMHX (3.73). RAMHX return over 5 years is better than : 38.12 vs. IBNAX (16.29).
| IBNAX | RAMHX | IBNAX / RAMHX | |
| Total Expense Ratio | 1.06 | 1.04 | 102% |
| Annual Report Gross Expense Ratio | 1.08 | 1.04 | 104% |
| Fund Existence | 37 years | 11 years | - |
| Gain YTD | 0.085 | -0.477 | -18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 237B | 1% |
| Annual Yield % from dividends | 1.82 | 1.51 | 120% |
| Returns for 1 year | 9.80 | 3.73 | 263% |
| Returns for 3 years | 0.20 | 14.17 | 1% |
| Returns for 5 years | 16.29 | 38.12 | 43% |
| Returns for 10 years | 0.27 | 47.83 | 1% |
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