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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Nomura Balanced Fund Class R6
Price$25.92
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2B
American Funds American Balanced R2E
Price$37.43
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
IBARX vs RAMHX Comparison Chart in %
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IBARX vs. RAMHX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. IBARX (2B). RAMHX pays higher dividends than IBARX: RAMHX (1.31) 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 : 9.33 vs. RAMHX (8.75). RAMHX return over 5 years is better than : 32.18 vs. IBARX (6.75).
| 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 | 10.906 | 10.220 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 269B | 1% |
| Annual Yield % from dividends | 1.14 | 1.31 | 87% |
| Returns for 1 year | 9.33 | 8.75 | 107% |
| Returns for 3 years | 49.55 | 35.87 | 138% |
| Returns for 5 years | 6.75 | 32.18 | 21% |
| Returns for 10 years | 23.51 | 68.85 | 34% |
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