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IBNCX vs RAMHX
IBNCX vs RAMHX Comparison
Open Charts IBNCX vs RAMHX
Delaware Ivy Balanced Fund
Price$23.05
Change-$0.07 (-0.30%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$35.95
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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IBNCX vs RAMHX Comparison Chart
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IBNCX vs. RAMHX commentary
Sep 21, 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 IBNCX is a StrongSell and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 236B vs. IBNCX (1.58B). RAMHX pays higher dividends than IBNCX: RAMHX (1.84) vs IBNCX (1.36). IBNCX was incepted earlier than RAMHX: IBNCX (21 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). RAMHX has a lower initial minimum investment than IBNCX: RAMHX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 25.72 vs. RAMHX (20.42). RAMHX return over 5 years is better than : 35.01 vs. IBNCX (-3.03).
| IBNCX | RAMHX | IBNCX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | 14.763 | 12.381 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 236B | 1% |
| Annual Yield % from dividends | 1.36 | 1.84 | 74% |
| Returns for 1 year | 25.72 | 20.42 | 126% |
| Returns for 3 years | -16.97 | 11.25 | -151% |
| Returns for 5 years | -3.03 | 35.01 | -9% |
| Returns for 10 years | -4.29 | 47.05 | -9% |