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IBARX vs RLBFX
IBARX vs RLBFX Comparison
Open Charts IBARX vs RLBFX
Macquarie Balanced Fund Class R6
Price$25.88
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R5
Price$38.46
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
IBARX vs RLBFX Comparison Chart in %
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IBARX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. IBARX (2.06B). RLBFX pays higher dividends than IBARX: RLBFX (2.05) vs IBARX (1.23). IBARX was incepted earlier than RLBFX: IBARX (11 years) vs RLBFX (23 years). IBARX (0.78) is less costly to investors than RLBFX (0.29). IBARX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). IBARX has a lower initial minimum investment than RLBFX: IBARX (0) vs RLBFX (250). IBARX annual gain was more profitable for investors over the last year : 11.35 vs. RLBFX (8.44). RLBFX return over 5 years is better than : 45.92 vs. IBARX (13.36).
| IBARX | RLBFX | IBARX / RLBFX | |
| Total Expense Ratio | 0.72 | 0.29 | 248% |
| Annual Report Gross Expense Ratio | 0.78 | 0.29 | 269% |
| Fund Existence | 11 years | 23 years | - |
| Gain YTD | 11.120 | 13.067 | 85% |
| 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 | 2.05 | 60% |
| Returns for 1 year | 11.35 | 8.44 | 135% |
| Returns for 3 years | 25.47 | 51.71 | 49% |
| Returns for 5 years | 13.36 | 45.92 | 29% |
| Returns for 10 years | 25.01 | 86.17 | 29% |
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