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IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Macquarie Balanced Fund
Price$25.44
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R6
Price$38.20
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
IYBFX vs RLBGX Comparison Chart in %
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IYBFX vs. RLBGX commentary
Sep 09, 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: 259B vs. IYBFX (2.04B). RLBGX pays higher dividends than IYBFX: RLBGX (2.09) vs IYBFX (0.85). 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 : 13.14 vs. RLBGX (12.12). RLBGX return over 5 years is better than : 42.70 vs. IYBFX (5.55).
| 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 | 8.808 | 12.073 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 259B | 1% |
| Annual Yield % from dividends | 0.85 | 2.09 | 40% |
| Returns for 1 year | 13.14 | 12.12 | 108% |
| Returns for 3 years | 12.39 | 38.41 | 32% |
| Returns for 5 years | 5.55 | 42.70 | 13% |
| Returns for 10 years | 11.57 | 80.10 | 14% |
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