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IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Macquarie Balanced Fund
Price$25.00
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
IYBFX vs RLBGX Comparison Chart in %
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IYBFX vs. RLBGX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. IYBFX (1.6B). RLBGX pays higher dividends than IYBFX: RLBGX (2.15) vs IYBFX (0.86). IYBFX was incepted earlier than RLBGX: IYBFX (13 years) vs RLBGX (16 years). IYBFX (1.33) is less costly to investors than RLBGX (0.25). IYBFX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). 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 : 13.13 vs. RLBGX (10.64). RLBGX return over 5 years is better than : 41.65 vs. IYBFX (7.92).
| IYBFX | RLBGX | IYBFX / RLBGX | |
| Total Expense Ratio | 1.31 | 0.25 | 524% |
| Annual Report Gross Expense Ratio | 1.33 | 0.25 | 532% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 7.306 | 9.228 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 0.86 | 2.15 | 40% |
| Returns for 1 year | 13.13 | 10.64 | 123% |
| Returns for 3 years | 12.62 | 35.96 | 35% |
| Returns for 5 years | 7.92 | 41.65 | 19% |
| Returns for 10 years | 5.95 | 68.54 | 9% |