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IYBIX vs RLBGX
IYBIX vs RLBGX Comparison
Open Charts IYBIX vs RLBGX
Macquarie Balanced Fund
Price$23.41
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R6
Price$34.37
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
IYBIX vs RLBGX Comparison Chart
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IYBIX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. IYBIX (1.53B). RLBGX pays higher dividends than IYBIX: RLBGX (2.31) vs IYBIX (1.19). IYBIX was incepted earlier than RLBGX: IYBIX (18 years) vs RLBGX (16 years). IYBIX (0.83) is less costly to investors than RLBGX (0.25). IYBIX is a more actively managed with annual turnover of: 73.00 vs. RLBGX (44.00). IYBIX has a lower initial minimum investment than RLBGX: IYBIX (0) vs RLBGX (250). IYBIX annual gain was more profitable for investors over the last year : 7.93 vs. RLBGX (4.56). RLBGX return over 5 years is better than : 38.58 vs. IYBIX (10.69).
| IYBIX | RLBGX | IYBIX / RLBGX | |
| Total Expense Ratio | 0.81 | 0.25 | 324% |
| Annual Report Gross Expense Ratio | 0.83 | 0.25 | 332% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | -0.348 | 0.454 | -77% |
| 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 | 2.31 | 52% |
| Returns for 1 year | 7.93 | 4.56 | 174% |
| Returns for 3 years | 5.91 | 22.52 | 26% |
| Returns for 5 years | 10.69 | 38.58 | 28% |
| Returns for 10 years | 0.38 | 53.83 | 1% |
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