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IYBFX vs RLBAX
IYBFX vs RLBAX Comparison
Open Charts IYBFX vs RLBAX
Macquarie Balanced Fund
Price$25.44
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R1
Price$37.74
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
IYBFX vs RLBAX Comparison Chart in %
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IYBFX vs. RLBAX commentary
Sep 09, 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 IYBFX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 259B vs. IYBFX (2.04B). RLBAX pays higher dividends than IYBFX: RLBAX (1.15) vs IYBFX (0.85). IYBFX was incepted earlier than RLBAX: IYBFX (13 years) vs RLBAX (23 years). IYBFX (1.33) and RLBAX (1.31) have similar cost to investors . IYBFX is a more actively managed with annual turnover of: 76.00 vs. RLBAX (44.00). IYBFX has a lower initial minimum investment than RLBAX: IYBFX (0) vs RLBAX (250). IYBFX annual gain was more profitable for investors over the last year : 13.14 vs. RLBAX (10.45). RLBAX return over 5 years is better than : 35.78 vs. IYBFX (5.55).
| IYBFX | RLBAX | IYBFX / RLBAX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.33 | 1.31 | 102% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 8.808 | 10.805 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 259B | 1% |
| Annual Yield % from dividends | 0.85 | 1.15 | 74% |
| Returns for 1 year | 13.14 | 10.45 | 126% |
| Returns for 3 years | 12.39 | 33.98 | 36% |
| Returns for 5 years | 5.55 | 35.78 | 16% |
| Returns for 10 years | 11.57 | 68.21 | 17% |
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