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IBNAX vs RLBCX
IBNAX vs RLBCX Comparison
Open Charts IBNAX vs RLBCX
Macquarie Balanced Fund
Price$22.51
Change+$0.18 (+0.81%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R3
Price$32.90
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
IBNAX vs RLBCX Comparison Chart
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IBNAX vs. RLBCX commentary
Apr 12, 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 IBNAX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 224B vs. IBNAX (1.41B). RLBCX pays higher dividends than IBNAX: RLBCX (1.69) vs IBNAX (1.01). IBNAX was incepted earlier than RLBCX: IBNAX (37 years) vs RLBCX (23 years). IBNAX (1.08) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (73.00). RLBCX has a lower initial minimum investment than IBNAX: RLBCX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 4.14 vs. RLBCX (0.57). RLBCX return over 5 years is better than : 33.56 vs. IBNAX (9.38).
| IBNAX | RLBCX | IBNAX / RLBCX | |
| Total Expense Ratio | 1.06 | 0.89 | 119% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | -4.884 | -3.321 | 147% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 224B | 1% |
| Annual Yield % from dividends | 1.01 | 1.69 | 60% |
| Returns for 1 year | 4.14 | 0.57 | 731% |
| Returns for 3 years | -6.09 | 9.53 | -64% |
| Returns for 5 years | 9.38 | 33.56 | 28% |
| Returns for 10 years | -6.25 | 43.10 | -14% |
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