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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Macquarie Balanced Fund Class R6
Price$24.51
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.57B
American Funds American Balanced R6
Price$35.52
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
IBARX vs RLBGX Comparison Chart
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IBARX vs. RLBGX commentary
Jan 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 243B vs. IBARX (1.57B). RLBGX pays higher dividends than IBARX: RLBGX (2.55) vs IBARX (2.35). IBARX was incepted earlier than RLBGX: IBARX (10 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IBARX (82.00). 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 : 19.32 vs. RLBGX (13.01). RLBGX return over 5 years is better than : 34.07 vs. IBARX (6.10).
| IBARX | RLBGX | IBARX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 3.593 | 3.406 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 243B | 1% |
| Annual Yield % from dividends | 2.35 | 2.55 | 92% |
| Returns for 1 year | 19.32 | 13.01 | 149% |
| Returns for 3 years | 0.54 | 17.04 | 3% |
| Returns for 5 years | 6.10 | 34.07 | 18% |
| Returns for 10 years | 9.27 | 59.49 | 16% |
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