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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Macquarie Balanced Fund Class R6
Price$24.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R6
Price$35.69
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets244.53B
IBARX vs RLBGX Comparison Chart in %
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IBARX vs. RLBGX commentary
Jun 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 245B vs. IBARX (1.55B). RLBGX pays higher dividends than IBARX: RLBGX (2.23) vs IBARX (1.21). 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: 76.00 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 : 8.27 vs. RLBGX (4.81). RLBGX return over 5 years is better than : 39.64 vs. IBARX (9.64).
| 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 | 2.981 | 4.709 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 245B | 1% |
| Annual Yield % from dividends | 1.21 | 2.23 | 54% |
| Returns for 1 year | 8.27 | 4.81 | 172% |
| Returns for 3 years | 15.44 | 35.51 | 43% |
| Returns for 5 years | 9.64 | 39.64 | 24% |
| Returns for 10 years | 4.95 | 60.86 | 8% |
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