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IYBIX vs RLBGX
IYBIX vs RLBGX Comparison
Open Charts IYBIX vs RLBGX
Macquarie Balanced Fund
Price$24.05
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
IYBIX vs RLBGX Comparison Chart
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IYBIX vs. RLBGX commentary
Jan 19, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. IYBIX (1.55B). RLBGX pays higher dividends than IYBIX: RLBGX (2.55) vs IYBIX (2.28). IYBIX was incepted earlier than RLBGX: IYBIX (18 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). 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 : 18.81 vs. RLBGX (12.67). RLBGX return over 5 years is better than : 31.72 vs. IYBIX (1.79).
| IYBIX | RLBGX | IYBIX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 1.950 | 1.980 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 240B | 1% |
| Annual Yield % from dividends | 2.28 | 2.55 | 89% |
| Returns for 1 year | 18.81 | 12.67 | 148% |
| Returns for 3 years | -3.71 | 13.23 | -28% |
| Returns for 5 years | 1.79 | 31.72 | 6% |
| Returns for 10 years | 7.58 | 59.02 | 13% |