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IBARX vs RLBFX
IBARX vs RLBFX Comparison
Open Charts IBARX vs RLBFX
Macquarie Balanced Fund Class R6
Price$26.04
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
IBARX vs RLBFX Comparison Chart in %
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IBARX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. IBARX (2.04B). RLBFX pays higher dividends than IBARX: RLBFX (2.00) vs IBARX (1.15). IBARX was incepted earlier than RLBFX: IBARX (11 years) vs RLBFX (23 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). IBARX annual gain was more profitable for investors over the last year : 9.73 vs. RLBFX (9.05). RLBFX return over 5 years is better than : 43.90 vs. IBARX (8.60).
| 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 | 23 years | - |
| Gain YTD | 11.120 | 14.890 | 75% |
| 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 | 2.00 | 58% |
| Returns for 1 year | 9.73 | 9.05 | 108% |
| Returns for 3 years | 23.65 | 51.85 | 46% |
| Returns for 5 years | 8.60 | 43.90 | 20% |
| Returns for 10 years | 17.48 | 78.80 | 22% |
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