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IYBFX vs RLBFX
IYBFX vs RLBFX Comparison
Open Charts IYBFX vs RLBFX
Macquarie Balanced Fund
Price$25.16
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
IYBFX vs RLBFX Comparison Chart in %
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IYBFX vs. RLBFX commentary
Aug 18, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. IYBFX (1.6B). RLBFX pays higher dividends than IYBFX: RLBFX (2.08) vs IYBFX (0.86). 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 : 10.92 vs. RLBFX (8.29). RLBFX return over 5 years is better than : 39.76 vs. IYBFX (5.26).
| 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 | 7.993 | 9.922 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 256B | 1% |
| Annual Yield % from dividends | 0.86 | 2.08 | 41% |
| Returns for 1 year | 10.92 | 8.29 | 132% |
| Returns for 3 years | 6.71 | 30.56 | 22% |
| Returns for 5 years | 5.26 | 39.76 | 13% |
| Returns for 10 years | 6.84 | 69.21 | 10% |
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