Interact to see
Advertisement
Advertisement
IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Nomura Balanced Fund
Price$25.74
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets1.99B
American Funds American Balanced R6
Price$38.44
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
IYBFX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYBFX vs. RLBGX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. IYBFX (1.99B). RLBGX pays higher dividends than IYBFX: RLBGX (2.18) vs IYBFX (0.81). 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 : 11.74 vs. IYBFX (8.06). RLBGX return over 5 years is better than : 37.59 vs. IYBFX (1.23).
| 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 | 0.862 | 2.479 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 270B | 1% |
| Annual Yield % from dividends | 0.81 | 2.18 | 37% |
| Returns for 1 year | 8.06 | 11.74 | 69% |
| Returns for 3 years | 39.68 | 38.20 | 104% |
| Returns for 5 years | 1.23 | 37.59 | 3% |
| Returns for 10 years | 26.23 | 92.40 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement