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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Macquarie Balanced Fund Class R6
Price$25.24
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
IBARX vs RLBGX Comparison Chart in %
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IBARX vs. RLBGX commentary
Jul 27, 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: 254B vs. IBARX (1.6B). RLBGX pays higher dividends than IBARX: RLBGX (2.15) 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: 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 : 13.76 vs. RLBGX (10.64). RLBGX return over 5 years is better than : 41.65 vs. IBARX (11.61).
| 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 | 7.666 | 9.228 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 1.26 | 2.15 | 59% |
| Returns for 1 year | 13.76 | 10.64 | 129% |
| Returns for 3 years | 14.75 | 35.96 | 41% |
| Returns for 5 years | 11.61 | 41.65 | 28% |
| Returns for 10 years | 11.98 | 68.54 | 17% |