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IYBFX vs RLBAX
IYBFX vs RLBAX Comparison
Open Charts IYBFX vs RLBAX
Macquarie Balanced Fund
Price$23.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
IYBFX vs RLBAX Comparison Chart
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IYBFX vs. RLBAX commentary
May 11, 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: 234B vs. IYBFX (1.53B). RLBAX pays higher dividends than IYBFX: RLBAX (1.28) vs IYBFX (0.85). IYBFX was incepted earlier than RLBAX: IYBFX (12 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: 73.00 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 : 7.36 vs. RLBAX (3.43). RLBAX return over 5 years is better than : 32.37 vs. IYBFX (8.47).
| IYBFX | RLBAX | IYBFX / RLBAX | |
| Total Expense Ratio | 1.31 | 1.31 | 100% |
| Annual Report Gross Expense Ratio | 1.33 | 1.31 | 102% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -0.558 | 0.096 | -584% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 234B | 1% |
| Annual Yield % from dividends | 0.85 | 1.28 | 66% |
| Returns for 1 year | 7.36 | 3.43 | 215% |
| Returns for 3 years | 4.78 | 19.38 | 25% |
| Returns for 5 years | 8.47 | 32.37 | 26% |
| Returns for 10 years | -3.28 | 44.68 | -7% |