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ABALX vs IBARX
ABALX vs IBARX Comparison
Open Charts ABALX vs IBARX
American Funds American Balanced A
Price$38.16
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets259.11B
Macquarie Balanced Fund Class R6
Price$25.70
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets2.04B
ABALX vs IBARX Comparison Chart in %
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ABALX vs. IBARX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 259B vs. IBARX (2.04B). ABALX pays higher dividends than IBARX: ABALX (1.82) vs IBARX (1.23). 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: 76.00 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 : 14.16 vs. ABALX (11.79). ABALX return over 5 years is better than : 40.86 vs. IBARX (9.50).
| 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 | 11.821 | 9.628 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.04B | 12,702% |
| Annual Yield % from dividends | 1.82 | 1.23 | 148% |
| Returns for 1 year | 11.79 | 14.16 | 83% |
| Returns for 3 years | 37.26 | 14.91 | 250% |
| Returns for 5 years | 40.86 | 9.50 | 430% |
| Returns for 10 years | 76.89 | 18.67 | 412% |
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