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ABALX vs IBARX
ABALX vs IBARX Comparison
Open Charts ABALX vs IBARX
American Funds American Balanced A
Price$36.88
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Macquarie Balanced Fund Class R6
Price$25.07
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
ABALX vs IBARX Comparison Chart in %
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ABALX vs. IBARX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
ABALX has more cash in the bank: 252B vs. IBARX (1.6B). ABALX pays higher dividends than IBARX: ABALX (1.86) vs IBARX (1.26). 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 : 12.50 vs. ABALX (7.89). ABALX return over 5 years is better than : 41.63 vs. IBARX (13.42).
| 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 | 8.070 | 6.941 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.6B | 15,730% |
| Annual Yield % from dividends | 1.86 | 1.26 | 148% |
| Returns for 1 year | 7.89 | 12.50 | 63% |
| Returns for 3 years | 35.19 | 16.19 | 217% |
| Returns for 5 years | 41.63 | 13.42 | 310% |
| Returns for 10 years | 65.55 | 10.70 | 613% |
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