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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Nomura Balanced Fund Class R6
Price$25.96
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets1.97B
American Funds American Balanced R6
Price$38.44
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
IBARX vs RLBGX Comparison Chart in %
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IBARX vs. RLBGX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. IBARX (1.97B). RLBGX pays higher dividends than IBARX: RLBGX (2.18) vs IBARX (1.47). IBARX was incepted earlier than RLBGX: IBARX (12 years) vs RLBGX (17 years). IBARX (0.75) 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). RLBGX annual gain was more profitable for investors over the last year : 11.74 vs. IBARX (8.73). RLBGX return over 5 years is better than : 37.59 vs. IBARX (4.57).
| IBARX | RLBGX | IBARX / RLBGX | |
| Total Expense Ratio | 0.65 | 0.25 | 260% |
| Annual Report Gross Expense Ratio | 0.75 | 0.25 | 300% |
| Fund Existence | 12 years | 17 years | - |
| Gain YTD | 0.894 | 2.479 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 270B | 1% |
| Annual Yield % from dividends | 1.47 | 2.18 | 67% |
| Returns for 1 year | 8.73 | 11.74 | 74% |
| Returns for 3 years | 42.09 | 38.20 | 110% |
| Returns for 5 years | 4.57 | 37.59 | 12% |
| Returns for 10 years | 33.81 | 92.40 | 37% |
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