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IYBIX vs RAMHX
IYBIX vs RAMHX Comparison
Open Charts IYBIX vs RAMHX
Delaware Ivy Balanced Fund
Price$23.60
Change-$0.51 (-2.12%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2E
Price$34.08
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
IYBIX vs RAMHX Comparison Chart
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IYBIX vs. RAMHX commentary
Dec 19, 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 IYBIX is a Hold and RAMHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 241B vs. IYBIX (1.57B). IYBIX pays higher dividends than RAMHX: IYBIX (2.28) vs RAMHX (1.84). IYBIX was incepted earlier than RAMHX: IYBIX (18 years) vs RAMHX (10 years). RAMHX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). IYBIX has a lower initial minimum investment than RAMHX: IYBIX (0) vs RAMHX (250). IYBIX annual gain was more profitable for investors over the last year : 19.34 vs. RAMHX (9.19). RAMHX return over 5 years is better than : 27.15 vs. IYBIX (4.30).
| IYBIX | RAMHX | IYBIX / RAMHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 18.532 | 8.749 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 241B | 1% |
| Annual Yield % from dividends | 2.28 | 1.84 | 124% |
| Returns for 1 year | 19.34 | 9.19 | 210% |
| Returns for 3 years | -6.29 | 8.35 | -75% |
| Returns for 5 years | 4.30 | 27.15 | 16% |
| Returns for 10 years | 6.16 | 39.64 | 16% |
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