IBALX
Price
$37.57
Change
+$0.15 (+0.40%)
Updated
Sep 11 closing price
Net Assets
1.49B
RLBAX
Price
$39.98
Change
+$0.10 (+0.25%)
Updated
Sep 11 closing price
Net Assets
284.75B
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IBALX vs RLBAX

IBALX vs RLBAX Comparison Chart in %
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IBALX vs. RLBAX commentary
Sep 13, 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 IBALX is a Buy and RLBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 285B vs. IBALX (1.49B). IBALX pays higher dividends than RLBAX: IBALX (1.41) vs RLBAX (1.12). IBALX was incepted earlier than RLBAX: IBALX (32 years) vs RLBAX (24 years). RLBAX (1.32) is less costly to investors than IBALX (0.95). IBALX (50.00) and RLBAX (50.00) have comparable annual turnover. RLBAX has a lower initial minimum investment than IBALX: RLBAX (250) vs IBALX (1000). RLBAX annual gain was more profitable for investors over the last year : 5.83 vs. IBALX (2.71). RLBAX return over 5 years is better than : 27.39 vs. IBALX (12.15).
IBALXRLBAXIBALX / RLBAX
Total Expense Ratio0.951.3272%
Annual Report Gross Expense Ratio0.951.3272%
Fund Existence32 years24 years-
Gain YTD4.9937.93563%
Front Load6%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets1.49B285B1%
Annual Yield % from dividends1.411.12126%
Returns for 1 year2.715.8346%
Returns for 3 years26.2838.2169%
Returns for 5 years12.1527.3944%
Returns for 10 years62.7775.0084%
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