IYBFX
Price
$24.84
Change
+$0.13 (+0.53%)
Updated
Jul 3 closing price
Net Assets
1.6B
RAMHX
Price
$36.68
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
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IYBFX vs RAMHX

Header iconIYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHXBanner chart's image
Macquarie Balanced Fund
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R2E
Price$36.68
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IYBFX vs RAMHX Comparison Chart in %
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IYBFX vs. RAMHX commentary
Jul 07, 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 StrongBuy and RAMHX is a Buy.

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FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 252B vs. IYBFX (1.6B). RAMHX pays higher dividends than IYBFX: RAMHX (1.43) vs IYBFX (0.86). IYBFX was incepted earlier than RAMHX: IYBFX (13 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 : 11.80 vs. RAMHX (7.35). RAMHX return over 5 years is better than : 38.74 vs. IYBFX (9.68).
IYBFXRAMHXIYBFX / RAMHX
Total Expense Ratio1.311.04126%
Annual Report Gross Expense Ratio1.331.04128%
Fund Existence13 years11 years-
Gain YTD6.6197.83085%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.6B252B1%
Annual Yield % from dividends0.861.4360%
Returns for 1 year11.807.35160%
Returns for 3 years13.9833.4642%
Returns for 5 years9.6838.7425%
Returns for 10 years4.7360.368%
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