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IYBFX vs RLBFX
IYBFX vs RLBFX Comparison
Open Charts IYBFX vs RLBFX
Macquarie Balanced Fund
Price$25.44
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5
Price$38.24
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets259.11B
IYBFX vs RLBFX Comparison Chart in %
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IYBFX vs. RLBFX commentary
Sep 09, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. IYBFX (2.05B). RLBFX pays higher dividends than IYBFX: RLBFX (2.05) vs IYBFX (0.85). IYBFX was incepted earlier than RLBFX: IYBFX (13 years) vs RLBFX (23 years). IYBFX (1.33) is less costly to investors than RLBFX (0.29). IYBFX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). IYBFX has a lower initial minimum investment than RLBFX: IYBFX (0) vs RLBFX (250). IYBFX annual gain was more profitable for investors over the last year : 13.54 vs. RLBFX (12.08). RLBFX return over 5 years is better than : 42.44 vs. IYBFX (5.92).
| IYBFX | RLBFX | IYBFX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.33 | 0.29 | 459% |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 9.195 | 12.031 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 259B | 1% |
| Annual Yield % from dividends | 0.85 | 2.05 | 41% |
| Returns for 1 year | 13.54 | 12.08 | 112% |
| Returns for 3 years | 12.79 | 38.23 | 33% |
| Returns for 5 years | 5.92 | 42.44 | 14% |
| Returns for 10 years | 11.97 | 79.68 | 15% |
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