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IYBFX vs RLBCX
IYBFX vs RLBCX Comparison
Open Charts IYBFX vs RLBCX
Macquarie Balanced Fund
Price$25.77
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.05B
American Funds American Balanced R3
Price$38.31
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets262.75B
IYBFX vs RLBCX Comparison Chart in %
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IYBFX vs. RLBCX commentary
Sep 30, 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 263B vs. IYBFX (2.05B). RLBCX pays higher dividends than IYBFX: RLBCX (1.53) vs IYBFX (0.85). IYBFX was incepted earlier than RLBCX: IYBFX (13 years) vs RLBCX (23 years). IYBFX (1.33) is less costly to investors than RLBCX (0.89). IYBFX is a more actively managed with annual turnover of: 76.00 vs. RLBCX (44.00). IYBFX has a lower initial minimum investment than RLBCX: IYBFX (0) vs RLBCX (250). IYBFX annual gain was more profitable for investors over the last year : 10.21 vs. RLBCX (7.83). RLBCX return over 5 years is better than : 41.36 vs. IYBFX (8.10).
| IYBFX | RLBCX | IYBFX / RLBCX | |
| Total Expense Ratio | 1.31 | 0.89 | 147% |
| Annual Report Gross Expense Ratio | 1.33 | 0.89 | 149% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 10.491 | 12.918 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 263B | 1% |
| Annual Yield % from dividends | 0.85 | 1.53 | 55% |
| Returns for 1 year | 10.21 | 7.83 | 130% |
| Returns for 3 years | 23.76 | 50.47 | 47% |
| Returns for 5 years | 8.10 | 41.36 | 20% |
| Returns for 10 years | 14.52 | 75.08 | 19% |