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IYBIX vs RLBFX
IYBIX vs RLBFX Comparison
Open Charts IYBIX vs RLBFX
Macquarie Balanced Fund
Price$24.99
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5
Price$36.93
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
IYBIX vs RLBFX Comparison Chart in %
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IYBIX vs. RLBFX commentary
Jul 19, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. IYBIX (1.6B). RLBFX pays higher dividends than IYBIX: RLBFX (2.10) vs IYBIX (1.20). IYBIX was incepted earlier than RLBFX: IYBIX (18 years) vs RLBFX (23 years). IYBIX (0.83) is less costly to investors than RLBFX (0.29). IYBIX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). IYBIX has a lower initial minimum investment than RLBFX: IYBIX (0) vs RLBFX (250). IYBIX annual gain was more profitable for investors over the last year : 11.18 vs. RLBFX (7.38). RLBFX return over 5 years is better than : 40.71 vs. IYBIX (9.35).
| IYBIX | RLBFX | IYBIX / RLBFX | |
| Total Expense Ratio | 0.81 | 0.29 | 279% |
| Annual Report Gross Expense Ratio | 0.83 | 0.29 | 286% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 6.923 | 8.281 | 84% |
| 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 | 1.20 | 2.10 | 57% |
| Returns for 1 year | 11.18 | 7.38 | 152% |
| Returns for 3 years | 15.34 | 37.11 | 41% |
| Returns for 5 years | 9.35 | 40.71 | 23% |
| Returns for 10 years | 7.96 | 65.29 | 12% |
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