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IYBIX vs RLBFX
IYBIX vs RLBFX Comparison
Open Charts IYBIX vs RLBFX
Macquarie Balanced Fund
Price$24.35
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.56B
American Funds American Balanced R5
Price$35.46
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
IYBIX vs RLBFX Comparison Chart
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IYBIX vs. RLBFX commentary
Jan 31, 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: 241B vs. IYBIX (1.56B). RLBFX pays higher dividends than IYBIX: RLBFX (2.50) vs IYBIX (2.28). IYBIX was incepted earlier than RLBFX: IYBIX (18 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). 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 : 18.12 vs. RLBFX (12.41). RLBFX return over 5 years is better than : 35.52 vs. IYBIX (6.43).
| IYBIX | RLBFX | IYBIX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.222 | 3.111 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 241B | 1% |
| Annual Yield % from dividends | 2.28 | 2.50 | 91% |
| Returns for 1 year | 18.12 | 12.41 | 146% |
| Returns for 3 years | -2.58 | 15.45 | -17% |
| Returns for 5 years | 6.43 | 35.52 | 18% |
| Returns for 10 years | 7.43 | 60.27 | 12% |
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