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IBARX vs RLBAX
IBARX vs RLBAX Comparison
Open Charts IBARX vs RLBAX
Macquarie Balanced Fund Class R6
Price$25.40
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
IBARX vs RLBAX Comparison Chart in %
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IBARX vs. RLBAX 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 IBARX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. IBARX (1.6B). IBARX pays higher dividends than RLBAX: IBARX (1.24) vs RLBAX (1.17). IBARX was incepted earlier than RLBAX: IBARX (11 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than IBARX (0.78). 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 : 11.51 vs. RLBAX (7.15). RLBAX return over 5 years is better than : 33.77 vs. IBARX (8.82).
| IBARX | RLBAX | IBARX / RLBAX | |
| Total Expense Ratio | 0.72 | 1.31 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.31 | 60% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 8.349 | 9.243 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 256B | 1% |
| Annual Yield % from dividends | 1.24 | 1.17 | 107% |
| Returns for 1 year | 11.51 | 7.15 | 161% |
| Returns for 3 years | 8.67 | 27.06 | 32% |
| Returns for 5 years | 8.82 | 33.77 | 26% |
| Returns for 10 years | 12.87 | 59.12 | 22% |
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