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IBARX vs RAMHX
IBARX vs RAMHX Comparison
Open Charts IBARX vs RAMHX
Nomura Balanced Fund Class R6
Price$25.96
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets1.97B
American Funds American Balanced R2E
Price$38.17
Change-$0.57 (-1.47%)
VolumeN/A
Net Assets269.72B
IBARX vs RAMHX Comparison Chart in %
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IBARX vs. RAMHX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 270B vs. IBARX (1.97B). RAMHX (1.48) and IBARX (1.47) have matching dividends . IBARX was incepted earlier than RAMHX: IBARX (12 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). RAMHX annual gain was more profitable for investors over the last year : 10.82 vs. IBARX (8.73). RAMHX return over 5 years is better than : 33.01 vs. IBARX (4.57).
| IBARX | RAMHX | IBARX / RAMHX | |
| Total Expense Ratio | 0.65 | 1.04 | 63% |
| Annual Report Gross Expense Ratio | 0.75 | 1.04 | 72% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 0.894 | 2.415 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 270B | 1% |
| Annual Yield % from dividends | 1.47 | 1.48 | 99% |
| Returns for 1 year | 8.73 | 10.82 | 81% |
| Returns for 3 years | 42.09 | 34.85 | 121% |
| Returns for 5 years | 4.57 | 33.01 | 14% |
| Returns for 10 years | 33.81 | 82.66 | 41% |
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