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ABALX vs IBARX
ABALX vs IBARX Comparison
Open Charts ABALX vs IBARX
American Funds American Balanced A
Price$37.21
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Macquarie Balanced Fund Class R6
Price$25.24
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
ABALX vs IBARX Comparison Chart in %
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ABALX vs. IBARX commentary
Jul 27, 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: 254B 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: 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 : 13.76 vs. ABALX (10.31). ABALX return over 5 years is better than : 39.85 vs. IBARX (11.61).
| 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 | 9.037 | 7.666 | 118% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.6B | 15,865% |
| Annual Yield % from dividends | 1.86 | 1.26 | 148% |
| Returns for 1 year | 10.31 | 13.76 | 75% |
| Returns for 3 years | 34.85 | 14.75 | 236% |
| Returns for 5 years | 39.85 | 11.61 | 343% |
| Returns for 10 years | 65.55 | 11.98 | 547% |
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