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IBARX vs RLBAX
IBARX vs RLBAX Comparison
Open Charts IBARX vs RLBAX
Macquarie Balanced Fund Class R6
Price$25.88
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R1
Price$38.04
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
IBARX vs RLBAX Comparison Chart in %
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IBARX vs. RLBAX commentary
Sep 27, 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 (2.06B). IBARX pays higher dividends than RLBAX: IBARX (1.23) vs RLBAX (1.15). 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 : 11.35 vs. RLBAX (7.29). RLBAX return over 5 years is better than : 39.63 vs. IBARX (13.36).
| 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 | 11.120 | 12.236 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 263B | 1% |
| Annual Yield % from dividends | 1.23 | 1.15 | 107% |
| Returns for 1 year | 11.35 | 7.29 | 156% |
| Returns for 3 years | 25.47 | 47.30 | 54% |
| Returns for 5 years | 13.36 | 39.63 | 34% |
| Returns for 10 years | 25.01 | 74.58 | 34% |
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