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IYBIX vs RLBFX
IYBIX vs RLBFX Comparison
Open Charts IYBIX vs RLBFX
Macquarie Balanced Fund
Price$23.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
IYBIX vs RLBFX Comparison Chart
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IYBIX vs. RLBFX commentary
May 12, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. IYBIX (1.53B). RLBFX pays higher dividends than IYBIX: RLBFX (2.26) vs IYBIX (1.19). 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: 73.00 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 : 7.93 vs. RLBFX (4.53). RLBFX return over 5 years is better than : 38.35 vs. IYBIX (10.69).
| 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 | -0.348 | 0.441 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 234B | 1% |
| Annual Yield % from dividends | 1.19 | 2.26 | 53% |
| Returns for 1 year | 7.93 | 4.53 | 175% |
| Returns for 3 years | 5.91 | 22.43 | 26% |
| Returns for 5 years | 10.69 | 38.35 | 28% |
| Returns for 10 years | 0.38 | 53.51 | 1% |
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