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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Macquarie Balanced Fund Class R6
Price$25.75
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets1.98B
American Funds American Balanced R6
Price$38.85
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
IBARX vs RLBGX Comparison Chart in %
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IBARX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 263B vs. IBARX (1.98B). RLBGX pays higher dividends than IBARX: RLBGX (2.01) vs IBARX (1.14). IBARX was incepted earlier than RLBGX: IBARX (11 years) vs RLBGX (17 years). IBARX (0.75) 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). RLBGX annual gain was more profitable for investors over the last year : 9.36 vs. IBARX (8.80). RLBGX return over 5 years is better than : 40.78 vs. IBARX (4.86).
| IBARX | RLBGX | IBARX / RLBGX | |
| Total Expense Ratio | 0.65 | 0.25 | 260% |
| Annual Report Gross Expense Ratio | 0.75 | 0.25 | 300% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 10.178 | 14.391 | 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 | 2.01 | 57% |
| Returns for 1 year | 8.80 | 9.36 | 94% |
| Returns for 3 years | 16.84 | 42.39 | 40% |
| Returns for 5 years | 4.86 | 40.78 | 12% |
| Returns for 10 years | 14.19 | 74.82 | 19% |