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IYBIX vs RLBCX
IYBIX vs RLBCX Comparison
Open Charts IYBIX vs RLBCX
Macquarie Balanced Fund
Price$22.37
Change-$0.09 (-0.40%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R3
Price$32.75
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
IYBIX vs RLBCX Comparison Chart
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IYBIX vs. RLBCX commentary
Apr 18, 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: 225B vs. IYBIX (1.41B). RLBCX pays higher dividends than IYBIX: RLBCX (1.69) vs IYBIX (1.19). 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 : 6.79 vs. RLBCX (2.26). RLBCX return over 5 years is better than : 30.02 vs. IYBIX (7.95).
| 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 | -4.775 | -3.762 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 225B | 1% |
| Annual Yield % from dividends | 1.19 | 1.69 | 70% |
| Returns for 1 year | 6.79 | 2.26 | 300% |
| Returns for 3 years | -5.46 | 9.17 | -59% |
| Returns for 5 years | 7.95 | 30.02 | 26% |
| Returns for 10 years | -4.74 | 41.94 | -11% |
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