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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Macquarie Balanced Fund Class R6
Price$26.08
Change-$0.33 (-1.25%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R6
Price$39.11
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
IBARX vs RLBGX Comparison Chart in %
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IBARX vs. RLBGX commentary
Nov 14, 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: 269B vs. IBARX (2.04B). RLBGX pays higher dividends than IBARX: RLBGX (2.01) 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 (10.44) and RLBGX (10.35) have marching annual gain over last year. RLBGX return over 5 years is better than : 43.37 vs. IBARX (7.67).
| 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 | 13.002 | 16.570 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 269B | 1% |
| Annual Yield % from dividends | 1.14 | 2.01 | 57% |
| Returns for 1 year | 10.44 | 10.35 | 101% |
| Returns for 3 years | 19.47 | 44.95 | 43% |
| Returns for 5 years | 7.67 | 43.37 | 18% |
| Returns for 10 years | 19.52 | 81.84 | 24% |
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