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IBARX vs RLBAX
IBARX vs RLBAX Comparison
Open Charts IBARX vs RLBAX
Macquarie Balanced Fund Class R6
Price$25.75
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets1.98B
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
IBARX vs RLBAX Comparison Chart in %
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IBARX vs. RLBAX commentary
Nov 20, 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 IBARX is a Hold and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. IBARX (1.98B). IBARX (1.14) and RLBAX (1.08) have matching dividends . IBARX was incepted earlier than RLBAX: IBARX (11 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than IBARX (0.75). IBARX is a more actively managed with annual turnover of: 76.00 vs. RLBAX (44.00). IBARX has a lower initial minimum investment than RLBAX: IBARX (0) vs RLBAX (250). IBARX annual gain was more profitable for investors over the last year : 8.80 vs. RLBAX (8.15). RLBAX return over 5 years is better than : 34.46 vs. IBARX (4.86).
| IBARX | RLBAX | IBARX / RLBAX | |
| Total Expense Ratio | 0.65 | 1.31 | 50% |
| Annual Report Gross Expense Ratio | 0.75 | 1.31 | 57% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 10.178 | 13.298 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 263B | 1% |
| Annual Yield % from dividends | 1.14 | 1.08 | 105% |
| Returns for 1 year | 8.80 | 8.15 | 108% |
| Returns for 3 years | 16.84 | 38.05 | 44% |
| Returns for 5 years | 4.86 | 34.46 | 14% |
| Returns for 10 years | 14.19 | 63.50 | 22% |
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