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IBARX vs RLBFX
IBARX vs RLBFX Comparison
Open Charts IBARX vs RLBFX
Macquarie Balanced Fund Class R6
Price$25.75
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets1.98B
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
IBARX vs RLBFX Comparison Chart in %
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IBARX vs. RLBFX commentary
Nov 20, 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 (1.98B). RLBFX pays higher dividends than IBARX: RLBFX (1.97) vs IBARX (1.14). IBARX was incepted earlier than RLBFX: IBARX (11 years) vs RLBFX (24 years). IBARX (0.75) 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). RLBFX annual gain was more profitable for investors over the last year : 9.32 vs. IBARX (8.80). RLBFX return over 5 years is better than : 40.53 vs. IBARX (4.86).
| IBARX | RLBFX | IBARX / RLBFX | |
| Total Expense Ratio | 0.65 | 0.29 | 224% |
| Annual Report Gross Expense Ratio | 0.75 | 0.29 | 259% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 10.178 | 14.331 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 263B | 1% |
| Annual Yield % from dividends | 1.14 | 1.97 | 58% |
| Returns for 1 year | 8.80 | 9.32 | 94% |
| Returns for 3 years | 16.84 | 42.18 | 40% |
| Returns for 5 years | 4.86 | 40.53 | 12% |
| Returns for 10 years | 14.19 | 74.39 | 19% |
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