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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Macquarie Balanced Fund
Price$23.97
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R2E
Price$35.46
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets244.39B
IYBFX vs RAMHX Comparison Chart
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IYBFX 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 IYBFX is a Hold and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 244B vs. IYBFX (1.55B). RAMHX pays higher dividends than IYBFX: RAMHX (1.49) vs IYBFX (0.82). IYBFX was incepted earlier than RAMHX: IYBFX (12 years) vs RAMHX (11 years). IYBFX (1.33) is less costly to investors than RAMHX (1.04). IYBFX is a more actively managed with annual turnover of: 73.00 vs. RAMHX (44.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). IYBFX annual gain was more profitable for investors over the last year : 8.06 vs. RAMHX (4.81). RAMHX return over 5 years is better than : 35.68 vs. IYBFX (7.51).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 2.522 | 4.244 | 59% |
| 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 | 0.82 | 1.49 | 55% |
| Returns for 1 year | 8.06 | 4.81 | 168% |
| Returns for 3 years | 12.24 | 31.04 | 39% |
| Returns for 5 years | 7.51 | 35.68 | 21% |
| Returns for 10 years | -0.31 | 53.22 | -1% |