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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
Macquarie Balanced Fund
Price$25.83
Change-$0.32 (-1.22%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R2E
Price$38.83
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
IYBFX vs RAMHX Comparison Chart in %
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IYBFX vs. RAMHX commentary
Nov 14, 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 Buy and RAMHX is a Buy.
FUNDAMENTALS
Fundamentals
RAMHX has more cash in the bank: 269B vs. IYBFX (2.02B). RAMHX pays higher dividends than IYBFX: RAMHX (1.33) vs IYBFX (0.75). IYBFX was incepted earlier than RAMHX: IYBFX (13 years) vs RAMHX (11 years). IYBFX (1.34) is less costly to investors than RAMHX (1.04). IYBFX is a more actively managed with annual turnover of: 76.00 vs. RAMHX (44.00). IYBFX has a lower initial minimum investment than RAMHX: IYBFX (0) vs RAMHX (250). RAMHX annual gain was more profitable for investors over the last year : 9.44 vs. IYBFX (8.64). RAMHX return over 5 years is better than : 38.60 vs. IYBFX (2.88).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | 1.23 | 1.04 | 118% |
| Annual Report Gross Expense Ratio | 1.34 | 1.04 | 129% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 11.050 | 15.785 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 269B | 1% |
| Annual Yield % from dividends | 0.75 | 1.33 | 56% |
| Returns for 1 year | 8.64 | 9.44 | 92% |
| Returns for 3 years | 16.59 | 41.72 | 40% |
| Returns for 5 years | 2.88 | 38.60 | 7% |
| Returns for 10 years | 10.42 | 72.75 | 14% |
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