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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Macquarie Balanced Fund Class R6
Price$23.71
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.53B
American Funds American Balanced R6
Price$34.89
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.88B
IBARX vs RLBGX Comparison Chart
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IBARX vs. RLBGX commentary
May 25, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 238B vs. IBARX (1.53B). RLBGX pays higher dividends than IBARX: RLBGX (2.31) vs IBARX (1.26). IBARX was incepted earlier than RLBGX: IBARX (11 years) vs RLBGX (16 years). IBARX (0.78) is less costly to investors than RLBGX (0.25). IBARX is a more actively managed with annual turnover of: 73.00 vs. RLBGX (44.00). IBARX has a lower initial minimum investment than RLBGX: IBARX (0) vs RLBGX (250). IBARX annual gain was more profitable for investors over the last year : 8.44 vs. RLBGX (5.61). RLBGX return over 5 years is better than : 39.90 vs. IBARX (12.03).
| IBARX | RLBGX | IBARX / RLBGX | |
| Total Expense Ratio | 0.72 | 0.25 | 288% |
| Annual Report Gross Expense Ratio | 0.78 | 0.25 | 312% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 0.646 | 1.973 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 238B | 1% |
| Annual Yield % from dividends | 1.26 | 2.31 | 54% |
| Returns for 1 year | 8.44 | 5.61 | 151% |
| Returns for 3 years | 7.92 | 23.22 | 34% |
| Returns for 5 years | 12.03 | 39.90 | 30% |
| Returns for 10 years | 2.97 | 55.97 | 5% |
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