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ABALX vs IBARX
ABALX vs IBARX Comparison
Open Charts ABALX vs IBARX
American Funds American Balanced A
Price$35.64
Change-$0.32 (-0.89%)
VolumeN/A
Net Assets244.39B
Macquarie Balanced Fund Class R6
Price$24.21
Change-$0.25 (-1.02%)
VolumeN/A
Net Assets1.55B
ABALX vs IBARX Comparison Chart
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ABALX vs. IBARX commentary
Jun 16, 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 ABALX is a Buy and IBARX is a Hold.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 244B vs. IBARX (1.55B). ABALX pays higher dividends than IBARX: ABALX (1.94) vs IBARX (1.21). ABALX was incepted earlier than IBARX: ABALX (50 years) vs IBARX (11 years). IBARX (0.78) is less costly to investors than ABALX (0.56). IBARX is a more actively managed with annual turnover of: 73.00 vs. ABALX (44.00). IBARX has a lower initial minimum investment than ABALX: IBARX (0) vs ABALX (250). IBARX annual gain was more profitable for investors over the last year : 8.67 vs. ABALX (5.32). ABALX return over 5 years is better than : 38.50 vs. IBARX (11.15).
| ABALX | IBARX | ABALX / IBARX | |
| Total Expense Ratio | 0.56 | 0.72 | 78% |
| Annual Report Gross Expense Ratio | 0.56 | 0.78 | 72% |
| Fund Existence | 50 years | 11 years | - |
| Gain YTD | 4.436 | 2.769 | 160% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.55B | 15,712% |
| Annual Yield % from dividends | 1.94 | 1.21 | 160% |
| Returns for 1 year | 5.32 | 8.67 | 61% |
| Returns for 3 years | 32.72 | 14.37 | 228% |
| Returns for 5 years | 38.50 | 11.15 | 345% |
| Returns for 10 years | 58.12 | 5.35 | 1,087% |
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