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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Macquarie Balanced Fund Class R6
Price$26.08
Change-$0.33 (-1.25%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R2E
Price$38.83
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
IBARX vs RAMHX Comparison Chart in %
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IBARX vs. RAMHX commentary
Nov 14, 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: 269B vs. IBARX (2.04B). RAMHX pays higher dividends than IBARX: RAMHX (1.33) vs IBARX (1.14). IBARX was incepted earlier than RAMHX: IBARX (11 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than IBARX (0.75). 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 : 10.44 vs. RAMHX (9.44). RAMHX return over 5 years is better than : 38.60 vs. IBARX (7.67).
| IBARX | RAMHX | IBARX / RAMHX | |
| Total Expense Ratio | 0.65 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.75 | 1.04 | 72% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 13.002 | 15.785 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 269B | 1% |
| Annual Yield % from dividends | 1.14 | 1.33 | 86% |
| Returns for 1 year | 10.44 | 9.44 | 111% |
| Returns for 3 years | 19.47 | 41.72 | 47% |
| Returns for 5 years | 7.67 | 38.60 | 20% |
| Returns for 10 years | 19.52 | 72.75 | 27% |
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