Ad is loading...
IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Macquarie Balanced Fund
Price$23.90
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
IYBFX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IYBFX vs. RLBGX commentary
Jan 19, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. IYBFX (1.55B). RLBGX pays higher dividends than IYBFX: RLBGX (2.55) vs IYBFX (1.86). IYBFX was incepted earlier than RLBGX: IYBFX (12 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than RLBGX: IYBFX (0) vs RLBGX (250). IYBFX annual gain was more profitable for investors over the last year : 18.18 vs. RLBGX (12.67). RLBGX return over 5 years is better than : 31.72 vs. IYBFX (-0.27).
| IYBFX | RLBGX | IYBFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 1.919 | 1.980 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 240B | 1% |
| Annual Yield % from dividends | 1.86 | 2.55 | 73% |
| Returns for 1 year | 18.18 | 12.67 | 143% |
| Returns for 3 years | -4.55 | 13.23 | -34% |
| Returns for 5 years | -0.27 | 31.72 | -1% |
| Returns for 10 years | 3.61 | 59.02 | 6% |