Interact to see
Advertisement
Advertisement
IYBIX vs RLBFX
IYBIX vs RLBFX Comparison
Open Charts IYBIX vs RLBFX
Macquarie Balanced Fund
Price$24.47
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets1.58B
American Funds American Balanced R5
Price$36.21
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets248.02B
IYBIX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYBIX vs. RLBFX commentary
Jun 26, 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: 248B vs. IYBIX (1.58B). RLBFX pays higher dividends than IYBIX: RLBFX (2.18) vs IYBIX (1.15). 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 : 10.63 vs. RLBFX (6.89). RLBFX return over 5 years is better than : 41.94 vs. IYBIX (10.59).
| 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 | 4.571 | 6.201 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 248B | 1% |
| Annual Yield % from dividends | 1.15 | 2.18 | 53% |
| Returns for 1 year | 10.63 | 6.89 | 154% |
| Returns for 3 years | 11.96 | 32.80 | 36% |
| Returns for 5 years | 10.59 | 41.94 | 25% |
| Returns for 10 years | 4.97 | 63.81 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement