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IYBFX vs RLBCX
IYBFX vs RLBCX Comparison
Open Charts IYBFX vs RLBCX
Macquarie Balanced Fund
Price$25.96
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R3
Price$39.01
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
IYBFX vs RLBCX Comparison Chart in %
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IYBFX vs. RLBCX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. IYBFX (2.04B). RLBCX pays higher dividends than IYBFX: RLBCX (1.49) vs IYBFX (0.76). IYBFX was incepted earlier than RLBCX: IYBFX (13 years) vs RLBCX (23 years). IYBFX (1.34) 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 (9.06) and RLBCX (9.01) have marching annual gain over last year. RLBCX return over 5 years is better than : 42.54 vs. IYBFX (6.54).
| IYBFX | RLBCX | IYBFX / RLBCX | |
| Total Expense Ratio | 1.23 | 0.89 | 138% |
| Annual Report Gross Expense Ratio | 1.34 | 0.89 | 151% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 10.878 | 15.132 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 266B | 1% |
| Annual Yield % from dividends | 0.76 | 1.49 | 51% |
| Returns for 1 year | 9.06 | 9.01 | 101% |
| Returns for 3 years | 22.15 | 49.66 | 45% |
| Returns for 5 years | 6.54 | 42.54 | 15% |
| Returns for 10 years | 9.60 | 70.28 | 14% |
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