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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Nomura Balanced Fund Class R6
Price$25.95
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets2B
American Funds American Balanced R6
Price$37.70
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
IBARX vs RLBGX Comparison Chart in %
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IBARX vs. RLBGX commentary
Dec 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. IBARX (2B). RLBGX pays higher dividends than IBARX: RLBGX (1.98) vs IBARX (1.14). IBARX was incepted earlier than RLBGX: IBARX (11 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). IBARX (9.51) and RLBGX (9.38) have marching annual gain over last year. RLBGX return over 5 years is better than : 36.61 vs. IBARX (6.88).
| IBARX | RLBGX | IBARX / RLBGX | |
| Total Expense Ratio | 0.65 | 0.25 | 260% |
| Annual Report Gross Expense Ratio | 0.75 | 0.25 | 300% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 11.034 | 11.005 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 269B | 1% |
| Annual Yield % from dividends | 1.14 | 1.98 | 58% |
| Returns for 1 year | 9.51 | 9.38 | 101% |
| Returns for 3 years | 50.39 | 39.39 | 128% |
| Returns for 5 years | 6.88 | 36.61 | 19% |
| Returns for 10 years | 23.19 | 76.97 | 30% |
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