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IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Macquarie Balanced Fund
Price$25.79
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R6
Price$39.04
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
IYBFX vs RLBGX Comparison Chart in %
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IYBFX vs. RLBGX commentary
Oct 19, 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: 265B vs. IYBFX (2.04B). RLBGX pays higher dividends than IYBFX: RLBGX (2.05) vs IYBFX (0.76). IYBFX was incepted earlier than RLBGX: IYBFX (13 years) vs RLBGX (16 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). IYBFX (9.34) and RLBGX (9.08) have marching annual gain over last year. RLBGX return over 5 years is better than : 44.16 vs. IYBFX (5.33).
| 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 | 16 years | - |
| Gain YTD | 10.878 | 14.951 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 265B | 1% |
| Annual Yield % from dividends | 0.76 | 2.05 | 37% |
| Returns for 1 year | 9.34 | 9.08 | 103% |
| Returns for 3 years | 21.65 | 52.02 | 42% |
| Returns for 5 years | 5.33 | 44.16 | 12% |
| Returns for 10 years | 11.14 | 79.32 | 14% |
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