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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Macquarie Balanced Fund Class R6
Price$26.04
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R6
Price$39.04
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
IBARX vs RLBGX Comparison Chart in %
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IBARX vs. RLBGX commentary
Oct 19, 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: 266B vs. IBARX (2.04B). RLBGX pays higher dividends than IBARX: RLBGX (2.05) vs IBARX (1.15). IBARX was incepted earlier than RLBGX: IBARX (11 years) vs RLBGX (16 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 annual gain was more profitable for investors over the last year : 10.02 vs. RLBGX (9.08). RLBGX return over 5 years is better than : 44.16 vs. IBARX (8.89).
| 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 | 16 years | - |
| Gain YTD | 11.419 | 14.951 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 266B | 1% |
| Annual Yield % from dividends | 1.15 | 2.05 | 56% |
| Returns for 1 year | 10.02 | 9.08 | 110% |
| Returns for 3 years | 23.98 | 52.02 | 46% |
| Returns for 5 years | 8.89 | 44.16 | 20% |
| Returns for 10 years | 17.80 | 79.32 | 22% |
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