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BALFX vs IBARX
BALFX vs IBARX Comparison
Open Charts BALFX vs IBARX
American Funds American Balanced F1
Price$37.42
Change-$0.08 (-0.21%)
VolumeN/A
Net Assets256.26B
Macquarie Balanced Fund Class R6
Price$25.40
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets1.6B
BALFX vs IBARX Comparison Chart in %
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BALFX vs. IBARX commentary
Aug 17, 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 BALFX is a Buy and IBARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 256B vs. IBARX (1.6B). BALFX pays higher dividends than IBARX: BALFX (1.79) vs IBARX (1.24). BALFX was incepted earlier than IBARX: BALFX (24 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than BALFX (0.61). IBARX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). IBARX has a lower initial minimum investment than BALFX: IBARX (0) vs BALFX (250). IBARX annual gain was more profitable for investors over the last year : 11.51 vs. BALFX (7.95). BALFX return over 5 years is better than : 37.91 vs. IBARX (8.82).
| BALFX | IBARX | BALFX / IBARX | |
| Total Expense Ratio | 0.61 | 0.72 | 85% |
| Annual Report Gross Expense Ratio | 0.61 | 0.78 | 78% |
| Fund Existence | 24 years | 11 years | - |
| Gain YTD | 9.747 | 8.349 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.6B | 15,960% |
| Annual Yield % from dividends | 1.79 | 1.24 | 144% |
| Returns for 1 year | 7.95 | 11.51 | 69% |
| Returns for 3 years | 29.46 | 8.67 | 340% |
| Returns for 5 years | 37.91 | 8.82 | 430% |
| Returns for 10 years | 66.08 | 12.87 | 513% |
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