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IBARX vs RLBFX
IBARX vs RLBFX Comparison
Open Charts IBARX vs RLBFX
Macquarie Balanced Fund Class R6
Price$25.40
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
IBARX vs RLBFX Comparison Chart in %
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IBARX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. IBARX (1.6B). RLBFX pays higher dividends than IBARX: RLBFX (2.08) vs IBARX (1.24). 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 : 11.51 vs. RLBFX (8.29). RLBFX return over 5 years is better than : 39.76 vs. IBARX (8.82).
| 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 | 8.349 | 9.922 | 84% |
| 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 | 2.08 | 60% |
| Returns for 1 year | 11.51 | 8.29 | 139% |
| Returns for 3 years | 8.67 | 30.56 | 28% |
| Returns for 5 years | 8.82 | 39.76 | 22% |
| Returns for 10 years | 12.87 | 69.21 | 19% |
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