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IYBIX vs RLBGX
IYBIX vs RLBGX Comparison
Open Charts IYBIX vs RLBGX
Macquarie Balanced Fund
Price$24.14
Change-$0.24 (-0.98%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IYBIX vs RLBGX Comparison Chart
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IYBIX vs. RLBGX commentary
Jun 16, 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. IYBIX (1.55B). RLBGX pays higher dividends than IYBIX: RLBGX (2.23) vs IYBIX (1.15). 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 : 8.58 vs. RLBGX (5.63). RLBGX return over 5 years is better than : 40.35 vs. IYBIX (9.70).
| 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 | 2.759 | 4.592 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 1.15 | 2.23 | 52% |
| Returns for 1 year | 8.58 | 5.63 | 152% |
| Returns for 3 years | 13.55 | 33.78 | 40% |
| Returns for 5 years | 9.70 | 40.35 | 24% |
| Returns for 10 years | 3.47 | 60.87 | 6% |
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