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IYBIX vs RLBFX
IYBIX vs RLBFX Comparison
Open Charts IYBIX vs RLBFX
Macquarie Balanced Fund
Price$24.18
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets1.56B
American Funds American Balanced R5
Price$35.87
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets243.73B
IYBIX vs RLBFX Comparison Chart
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IYBIX vs. RLBFX commentary
Jun 06, 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: 244B vs. IYBIX (1.56B). 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: 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 : 9.77 vs. RLBFX (8.45). RLBFX return over 5 years is better than : 36.31 vs. IYBIX (6.04).
| 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 | 3.057 | 4.702 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 244B | 1% |
| Annual Yield % from dividends | 1.15 | 2.18 | 53% |
| Returns for 1 year | 9.77 | 8.45 | 116% |
| Returns for 3 years | 6.07 | 23.80 | 25% |
| Returns for 5 years | 6.04 | 36.31 | 17% |
| Returns for 10 years | 4.06 | 61.31 | 7% |
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