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IYBFX vs RAMHX
IYBFX vs RAMHX Comparison
Open Charts IYBFX vs RAMHX
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.
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).
| IYBFX | RAMHX | IYBFX / RAMHX | |
| Total Expense Ratio | 1.31 | 1.04 | 126% |
| Annual Report Gross Expense Ratio | 1.33 | 1.04 | 128% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 6.619 | 7.830 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 0.86 | 1.43 | 60% |
| Returns for 1 year | 11.80 | 7.35 | 160% |
| Returns for 3 years | 13.98 | 33.46 | 42% |
| Returns for 5 years | 9.68 | 38.74 | 25% |
| Returns for 10 years | 4.73 | 60.36 | 8% |
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