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IYBIX vs RLBFX
IYBIX vs RLBFX Comparison
Open Charts IYBIX vs RLBFX
Nomura Balanced Fund
Price$25.73
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R5
Price$38.43
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
IYBIX vs RLBFX Comparison Chart in %
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IYBIX vs. RLBFX 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 IYBIX is a Buy and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. IYBIX (1.96B). RLBFX pays higher dividends than IYBIX: RLBFX (2.13) vs IYBIX (1.41). IYBIX was incepted earlier than RLBFX: IYBIX (19 years) vs RLBFX (24 years). IYBIX (0.84) is less costly to investors than RLBFX (0.29). IYBIX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). IYBIX has a lower initial minimum investment than RLBFX: IYBIX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. IYBIX (8.65). RLBFX return over 5 years is better than : 37.38 vs. IYBIX (3.27).
| IYBIX | RLBFX | IYBIX / RLBFX | |
| Total Expense Ratio | 0.73 | 0.29 | 252% |
| Annual Report Gross Expense Ratio | 0.84 | 0.29 | 290% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 0.897 | 2.503 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 270B | 1% |
| Annual Yield % from dividends | 1.41 | 2.13 | 66% |
| Returns for 1 year | 8.65 | 11.69 | 74% |
| Returns for 3 years | 41.78 | 38.02 | 110% |
| Returns for 5 years | 3.27 | 37.38 | 9% |
| Returns for 10 years | 31.40 | 91.94 | 34% |
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