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IYBIX vs RLBCX
IYBIX vs RLBCX Comparison
Open Charts IYBIX vs RLBCX
Macquarie Balanced Fund
Price$23.33
Change-$0.29 (-1.23%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R3
Price$33.88
Change-$0.55 (-1.60%)
VolumeN/A
Net Assets237.28B
IYBIX vs RLBCX Comparison Chart
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IYBIX vs. RLBCX commentary
Mar 11, 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 IYBIX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 237B vs. IYBIX (1.5B). IYBIX pays higher dividends than RLBCX: IYBIX (1.99) vs RLBCX (1.65). IYBIX was incepted earlier than RLBCX: IYBIX (18 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than IYBIX (0.83). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (73.00). IYBIX has a lower initial minimum investment than RLBCX: IYBIX (0) vs RLBCX (250). IYBIX annual gain was more profitable for investors over the last year : 9.53 vs. RLBCX (4.82). RLBCX return over 5 years is better than : 32.76 vs. IYBIX (8.35).
| IYBIX | RLBCX | IYBIX / RLBCX | |
| Total Expense Ratio | 0.81 | 0.89 | 91% |
| Annual Report Gross Expense Ratio | 0.83 | 0.89 | 93% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.127 | 0.938 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 237B | 1% |
| Annual Yield % from dividends | 1.99 | 1.65 | 120% |
| Returns for 1 year | 9.53 | 4.82 | 198% |
| Returns for 3 years | 1.26 | 16.52 | 8% |
| Returns for 5 years | 8.35 | 32.76 | 26% |
| Returns for 10 years | 2.12 | 50.74 | 4% |
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