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IYBFX vs RLBEX
IYBFX vs RLBEX Comparison
Open Charts IYBFX vs RLBEX
Macquarie Balanced Fund
Price$23.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R4
Price$34.28
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
IYBFX vs RLBEX Comparison Chart
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IYBFX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. IYBFX (1.53B). RLBEX pays higher dividends than IYBFX: RLBEX (1.98) vs IYBFX (0.85). IYBFX was incepted earlier than RLBEX: IYBFX (12 years) vs RLBEX (23 years). IYBFX (1.33) is less costly to investors than RLBEX (0.59). IYBFX is a more actively managed with annual turnover of: 73.00 vs. RLBEX (44.00). IYBFX has a lower initial minimum investment than RLBEX: IYBFX (0) vs RLBEX (250). IYBFX annual gain was more profitable for investors over the last year : 7.36 vs. RLBEX (4.20). RLBEX return over 5 years is better than : 36.57 vs. IYBFX (8.47).
| IYBFX | RLBEX | IYBFX / RLBEX | |
| Total Expense Ratio | 1.31 | 0.59 | 222% |
| Annual Report Gross Expense Ratio | 1.33 | 0.59 | 225% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | -0.558 | 0.337 | -166% |
| 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 | 1.98 | 43% |
| Returns for 1 year | 7.36 | 4.20 | 175% |
| Returns for 3 years | 4.78 | 21.53 | 22% |
| Returns for 5 years | 8.47 | 36.57 | 23% |
| Returns for 10 years | -3.28 | 52.73 | -6% |
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