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BALFX vs IYBFX
BALFX vs IYBFX Comparison
Open Charts BALFX vs IYBFX
American Funds American Balanced F1
Price$38.12
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Macquarie Balanced Fund
Price$25.44
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets2.04B
BALFX vs IYBFX Comparison Chart in %
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BALFX vs. IYBFX 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 BALFX is a Buy and IYBFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 259B vs. IYBFX (2.05B). BALFX pays higher dividends than IYBFX: BALFX (1.77) vs IYBFX (0.85). BALFX was incepted earlier than IYBFX: BALFX (25 years) vs IYBFX (13 years). IYBFX (1.33) is less costly to investors than BALFX (0.61). IYBFX is a more actively managed with annual turnover of: 76.00 vs. BALFX (44.00). IYBFX has a lower initial minimum investment than BALFX: IYBFX (0) vs BALFX (250). IYBFX annual gain was more profitable for investors over the last year : 13.54 vs. BALFX (11.70). BALFX return over 5 years is better than : 40.53 vs. IYBFX (5.92).
| BALFX | IYBFX | BALFX / IYBFX | |
| Total Expense Ratio | 0.61 | 1.31 | 47% |
| Annual Report Gross Expense Ratio | 0.61 | 1.33 | 46% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 11.800 | 9.195 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.05B | 12,665% |
| Annual Yield % from dividends | 1.77 | 0.85 | 208% |
| Returns for 1 year | 11.70 | 13.54 | 86% |
| Returns for 3 years | 37.06 | 12.79 | 290% |
| Returns for 5 years | 40.53 | 5.92 | 684% |
| Returns for 10 years | 76.28 | 11.97 | 637% |
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