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IYBFX vs RLBBX
IYBFX vs RLBBX Comparison
Open Charts IYBFX vs RLBBX
Macquarie Balanced Fund
Price$24.84
Change+$0.13 (+0.53%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IYBFX vs RLBBX Comparison Chart in %
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IYBFX vs. RLBBX commentary
Jul 07, 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 StrongBuy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. IYBFX (1.6B). RLBBX pays higher dividends than IYBFX: RLBBX (1.17) vs IYBFX (0.86). IYBFX was incepted earlier than RLBBX: IYBFX (13 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 : 11.80 vs. RLBBX (7.05). RLBBX return over 5 years is better than : 37.07 vs. IYBFX (9.68).
| IYBFX | RLBBX | IYBFX / RLBBX | |
| Total Expense Ratio | 1.31 | 1.32 | 99% |
| Annual Report Gross Expense Ratio | 1.33 | 1.32 | 101% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 6.619 | 7.674 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 0.86 | 1.17 | 74% |
| Returns for 1 year | 11.80 | 7.05 | 167% |
| Returns for 3 years | 13.98 | 32.48 | 43% |
| Returns for 5 years | 9.68 | 37.07 | 26% |
| Returns for 10 years | 4.73 | 58.03 | 8% |
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