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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Macquarie Balanced Fund Class R6
Price$24.21
Change-$0.25 (-1.02%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets244.39B
IBARX vs RAMHX Comparison Chart
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IBARX vs. RAMHX commentary
Jun 16, 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 Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 244B vs. IBARX (1.55B). RAMHX pays higher dividends than IBARX: RAMHX (1.49) vs IBARX (1.21). IBARX was incepted earlier than RAMHX: IBARX (11 years) vs RAMHX (11 years). RAMHX (1.04) is less costly to investors than IBARX (0.78). IBARX is a more actively managed with annual turnover of: 73.00 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 : 8.67 vs. RAMHX (4.81). RAMHX return over 5 years is better than : 35.68 vs. IBARX (11.15).
| IBARX | RAMHX | IBARX / RAMHX | |
| Total Expense Ratio | 0.72 | 1.04 | 69% |
| Annual Report Gross Expense Ratio | 0.78 | 1.04 | 75% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | 2.769 | 4.244 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 1.21 | 1.49 | 81% |
| Returns for 1 year | 8.67 | 4.81 | 180% |
| Returns for 3 years | 14.37 | 31.04 | 46% |
| Returns for 5 years | 11.15 | 35.68 | 31% |
| Returns for 10 years | 5.35 | 53.22 | 10% |
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