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IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Macquarie Balanced Fund
Price$23.95
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
IYBFX vs RLBGX Comparison Chart
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IYBFX vs. RLBGX commentary
Feb 23, 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. IYBFX (1.54B). 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 : 13.26 vs. RLBGX (9.60). RLBGX return over 5 years is better than : 31.96 vs. IYBFX (0.55).
| 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 | 2.132 | 2.940 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 242B | 1% |
| Annual Yield % from dividends | 1.86 | 2.55 | 73% |
| Returns for 1 year | 13.26 | 9.60 | 138% |
| Returns for 3 years | -1.25 | 18.47 | -7% |
| Returns for 5 years | 0.55 | 31.96 | 2% |
| Returns for 10 years | -1.55 | 55.52 | -3% |
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