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IBNAX vs RLBCX
IBNAX vs RLBCX Comparison
Open Charts IBNAX vs RLBCX
Macquarie Balanced Fund
Price$25.58
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets2B
American Funds American Balanced R3
Price$38.43
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
IBNAX vs RLBCX Comparison Chart in %
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IBNAX vs. RLBCX commentary
Nov 19, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 264B vs. IBNAX (2B). RLBCX pays higher dividends than IBNAX: RLBCX (1.46) vs IBNAX (0.95). IBNAX was incepted earlier than RLBCX: IBNAX (38 years) vs RLBCX (23 years). IBNAX (1.09) is less costly to investors than RLBCX (0.89). IBNAX is a more actively managed with annual turnover of: 76.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than IBNAX: RLBCX (250) vs IBNAX (1000). IBNAX (8.54) and RLBCX (8.46) have marching annual gain over last year. RLBCX return over 5 years is better than : 36.24 vs. IBNAX (2.47).
| IBNAX | RLBCX | IBNAX / RLBCX | |
| Total Expense Ratio | 0.98 | 0.89 | 110% |
| Annual Report Gross Expense Ratio | 1.09 | 0.89 | 122% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 9.688 | 13.420 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 264B | 1% |
| Annual Yield % from dividends | 0.95 | 1.46 | 65% |
| Returns for 1 year | 8.54 | 8.46 | 101% |
| Returns for 3 years | 15.45 | 39.37 | 39% |
| Returns for 5 years | 2.47 | 36.24 | 7% |
| Returns for 10 years | 10.59 | 67.41 | 16% |
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