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IBNAX vs RLBCX
IBNAX vs RLBCX Comparison
Open Charts IBNAX vs RLBCX
Macquarie Balanced Fund
Price$24.09
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R3
Price$35.42
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.95B
IBNAX vs RLBCX Comparison Chart
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IBNAX vs. RLBCX commentary
Jun 04, 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: 242B vs. IBNAX (1.55B). RLBCX pays higher dividends than IBNAX: RLBCX (1.63) vs IBNAX (0.98). IBNAX was incepted earlier than RLBCX: IBNAX (38 years) vs RLBCX (23 years). IBNAX (1.08) is less costly to investors than RLBCX (0.89). IBNAX is a more actively managed with annual turnover of: 73.00 vs. RLBCX (44.00). 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 : 9.90 vs. RLBCX (7.40). RLBCX return over 5 years is better than : 34.29 vs. IBNAX (7.03).
| IBNAX | RLBCX | IBNAX / RLBCX | |
| Total Expense Ratio | 1.06 | 0.89 | 119% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 2.272 | 4.084 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 242B | 1% |
| Annual Yield % from dividends | 0.98 | 1.63 | 60% |
| Returns for 1 year | 9.90 | 7.40 | 134% |
| Returns for 3 years | 5.28 | 21.57 | 24% |
| Returns for 5 years | 7.03 | 34.29 | 20% |
| Returns for 10 years | 1.67 | 55.18 | 3% |
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