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IBARX vs RLBAX
IBARX vs RLBAX Comparison
Open Charts IBARX vs RLBAX
Macquarie Balanced Fund Class R6
Price$26.04
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
IBARX vs RLBAX Comparison Chart in %
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IBARX vs. RLBAX commentary
Oct 19, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 265B vs. IBARX (2.04B). IBARX (1.15) and RLBAX (1.10) 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 : 9.73 vs. RLBAX (7.84). RLBAX return over 5 years is better than : 37.69 vs. IBARX (8.60).
| 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 | 11.120 | 13.947 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 265B | 1% |
| Annual Yield % from dividends | 1.15 | 1.10 | 105% |
| Returns for 1 year | 9.73 | 7.84 | 124% |
| Returns for 3 years | 23.65 | 47.39 | 50% |
| Returns for 5 years | 8.60 | 37.69 | 23% |
| Returns for 10 years | 17.48 | 67.66 | 26% |
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