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IBARX vs RLBBX
IBARX vs RLBBX Comparison
Open Charts IBARX vs RLBBX
Macquarie Balanced Fund Class R6
Price$25.40
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
IBARX vs RLBBX Comparison Chart in %
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IBARX vs. RLBBX 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. IBARX (1.6B). IBARX pays higher dividends than RLBBX: IBARX (1.24) vs RLBBX (1.16). IBARX was incepted earlier than RLBBX: IBARX (11 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than IBARX (0.78). IBARX is a more actively managed with annual turnover of: 76.00 vs. RLBBX (44.00). IBARX has a lower initial minimum investment than RLBBX: IBARX (0) vs RLBBX (250). IBARX annual gain was more profitable for investors over the last year : 11.51 vs. RLBBX (7.14). RLBBX return over 5 years is better than : 33.77 vs. IBARX (8.82).
| IBARX | RLBBX | IBARX / RLBBX | |
| Total Expense Ratio | 0.72 | 1.32 | 55% |
| Annual Report Gross Expense Ratio | 0.78 | 1.32 | 59% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 8.349 | 9.234 | 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 | 1.16 | 107% |
| Returns for 1 year | 11.51 | 7.14 | 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 | 59.09 | 22% |
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