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IYBFX vs RLBBX
IYBFX vs RLBBX Comparison
Open Charts IYBFX vs RLBBX
Macquarie Balanced Fund
Price$23.97
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
IYBFX vs RLBBX Comparison Chart
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IYBFX vs. RLBBX commentary
Jun 16, 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 IYBFX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. IYBFX (1.55B). RLBBX pays higher dividends than IYBFX: RLBBX (1.23) vs IYBFX (0.82). IYBFX was incepted earlier than RLBBX: IYBFX (12 years) vs RLBBX (23 years). IYBFX (1.33) and RLBBX (1.32) have similar cost to investors . IYBFX is a more actively managed with annual turnover of: 73.00 vs. RLBBX (44.00). IYBFX has a lower initial minimum investment than RLBBX: IYBFX (0) vs RLBBX (250). IYBFX annual gain was more profitable for investors over the last year : 8.06 vs. RLBBX (4.47). RLBBX return over 5 years is better than : 34.04 vs. IYBFX (7.51).
| IYBFX | RLBBX | IYBFX / RLBBX | |
| Total Expense Ratio | 1.31 | 1.32 | 99% |
| Annual Report Gross Expense Ratio | 1.33 | 1.32 | 101% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 2.522 | 4.082 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 0.82 | 1.23 | 66% |
| Returns for 1 year | 8.06 | 4.47 | 180% |
| Returns for 3 years | 12.24 | 30.06 | 41% |
| Returns for 5 years | 7.51 | 34.04 | 22% |
| Returns for 10 years | -0.31 | 51.22 | -1% |