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IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Macquarie Balanced Fund
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IYBFX vs RLBGX Comparison Chart in %
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IYBFX vs. RLBGX commentary
Jul 05, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B 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 : 11.80 vs. RLBGX (8.24). RLBGX return over 5 years is better than : 43.50 vs. IYBFX (9.68).
| 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 | 6.619 | 8.259 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 0.86 | 2.15 | 40% |
| Returns for 1 year | 11.80 | 8.24 | 143% |
| Returns for 3 years | 13.98 | 36.31 | 39% |
| Returns for 5 years | 9.68 | 43.50 | 22% |
| Returns for 10 years | 4.73 | 68.54 | 7% |
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