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IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Macquarie Balanced Fund
Price$25.83
Change-$0.32 (-1.22%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R6
Price$39.11
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
IYBFX vs RLBGX Comparison Chart in %
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IYBFX vs. RLBGX commentary
Nov 14, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 269B vs. IYBFX (2.02B). RLBGX pays higher dividends than IYBFX: RLBGX (2.01) vs IYBFX (0.75). IYBFX was incepted earlier than RLBGX: IYBFX (13 years) vs RLBGX (17 years). IYBFX (1.34) is less costly to investors than RLBGX (0.25). IYBFX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). IYBFX has a lower initial minimum investment than RLBGX: IYBFX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 10.35 vs. IYBFX (8.64). RLBGX return over 5 years is better than : 43.37 vs. IYBFX (2.88).
| IYBFX | RLBGX | IYBFX / RLBGX | |
| Total Expense Ratio | 1.23 | 0.25 | 492% |
| Annual Report Gross Expense Ratio | 1.34 | 0.25 | 536% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 11.050 | 16.570 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 269B | 1% |
| Annual Yield % from dividends | 0.75 | 2.01 | 37% |
| Returns for 1 year | 8.64 | 10.35 | 84% |
| Returns for 3 years | 16.59 | 44.95 | 37% |
| Returns for 5 years | 2.88 | 43.37 | 7% |
| Returns for 10 years | 10.42 | 81.84 | 13% |