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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Macquarie Balanced Fund Class R6
Price$25.70
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R6
Price$38.20
Change+$0.36 (+0.95%)
VolumeN/A
Net Assets259.11B
IBARX vs RLBGX Comparison Chart in %
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IBARX vs. RLBGX 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 IBARX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 259B vs. IBARX (2.04B). RLBGX pays higher dividends than IBARX: RLBGX (2.09) vs IBARX (1.23). IBARX was incepted earlier than RLBGX: IBARX (11 years) vs RLBGX (16 years). IBARX (0.78) is less costly to investors than RLBGX (0.25). IBARX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). IBARX has a lower initial minimum investment than RLBGX: IBARX (0) vs RLBGX (250). IBARX annual gain was more profitable for investors over the last year : 14.16 vs. RLBGX (12.12). RLBGX return over 5 years is better than : 42.70 vs. IBARX (9.50).
| IBARX | RLBGX | IBARX / RLBGX | |
| Total Expense Ratio | 0.72 | 0.25 | 288% |
| Annual Report Gross Expense Ratio | 0.78 | 0.25 | 312% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 9.628 | 12.073 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 259B | 1% |
| Annual Yield % from dividends | 1.23 | 2.09 | 59% |
| Returns for 1 year | 14.16 | 12.12 | 117% |
| Returns for 3 years | 14.91 | 38.41 | 39% |
| Returns for 5 years | 9.50 | 42.70 | 22% |
| Returns for 10 years | 18.67 | 80.10 | 23% |
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