Interact to see
Advertisement
Advertisement
IYBFX vs RLBAX
IYBFX vs RLBAX Comparison
Open Charts IYBFX vs RLBAX
Macquarie Balanced Fund
Price$25.16
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R1
Price$37.06
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets256.26B
IYBFX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYBFX vs. RLBAX commentary
Aug 18, 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 StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 256B vs. IYBFX (1.6B). RLBAX pays higher dividends than IYBFX: RLBAX (1.17) vs IYBFX (0.86). 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 : 10.92 vs. RLBAX (7.15). RLBAX return over 5 years is better than : 33.77 vs. IYBFX (5.26).
| 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 | 7.993 | 9.243 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 256B | 1% |
| Annual Yield % from dividends | 0.86 | 1.17 | 73% |
| Returns for 1 year | 10.92 | 7.15 | 153% |
| Returns for 3 years | 6.71 | 27.06 | 25% |
| Returns for 5 years | 5.26 | 33.77 | 16% |
| Returns for 10 years | 6.84 | 59.12 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement