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IYBIX vs RLBGX
IYBIX vs RLBGX Comparison
Open Charts IYBIX vs RLBGX
Macquarie Balanced Fund
Price$25.00
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IYBIX vs RLBGX Comparison Chart in %
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IYBIX vs. RLBGX commentary
Jul 06, 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 IYBIX is a StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. IYBIX (1.6B). RLBGX pays higher dividends than IYBIX: RLBGX (2.15) vs IYBIX (1.20). IYBIX was incepted earlier than RLBGX: IYBIX (18 years) vs RLBGX (16 years). IYBIX (0.83) is less costly to investors than RLBGX (0.25). IYBIX is a more actively managed with annual turnover of: 73.00 vs. RLBGX (44.00). IYBIX has a lower initial minimum investment than RLBGX: IYBIX (0) vs RLBGX (250). IYBIX annual gain was more profitable for investors over the last year : 12.42 vs. RLBGX (8.24). RLBGX return over 5 years is better than : 43.50 vs. IYBIX (11.93).
| IYBIX | RLBGX | IYBIX / RLBGX | |
| Total Expense Ratio | 0.81 | 0.25 | 324% |
| Annual Report Gross Expense Ratio | 0.83 | 0.25 | 332% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 6.923 | 8.259 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 1.20 | 2.15 | 56% |
| Returns for 1 year | 12.42 | 8.24 | 151% |
| Returns for 3 years | 15.39 | 36.31 | 42% |
| Returns for 5 years | 11.93 | 43.50 | 27% |
| Returns for 10 years | 8.77 | 68.54 | 13% |
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