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IYBIX vs RLBGX
IYBIX vs RLBGX Comparison
Open Charts IYBIX vs RLBGX
Macquarie Balanced Fund
Price$24.12
Change-$0.23 (-0.94%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R6
Price$35.36
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
IYBIX vs RLBGX Comparison Chart
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IYBIX vs. RLBGX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 242B vs. IYBIX (1.54B). 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 : 13.87 vs. RLBGX (9.60). RLBGX return over 5 years is better than : 31.96 vs. IYBIX (2.66).
| 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 | 2.247 | 2.940 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 242B | 1% |
| Annual Yield % from dividends | 2.28 | 2.55 | 89% |
| Returns for 1 year | 13.87 | 9.60 | 144% |
| Returns for 3 years | -0.31 | 18.47 | -2% |
| Returns for 5 years | 2.66 | 31.96 | 8% |
| Returns for 10 years | 2.22 | 55.52 | 4% |