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IBNAX vs RLBCX
IBNAX vs RLBCX Comparison
Open Charts IBNAX vs RLBCX
Macquarie Balanced Fund
Price$24.96
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R3
Price$36.62
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
IBNAX vs RLBCX Comparison Chart in %
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IBNAX vs. RLBCX commentary
Jul 20, 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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. IBNAX (1.6B). RLBCX pays higher dividends than IBNAX: RLBCX (1.57) vs IBNAX (1.02). 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: 76.00 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 : 10.94 vs. RLBCX (6.69). RLBCX return over 5 years is better than : 37.12 vs. IBNAX (8.91).
| 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 | 6.797 | 7.946 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 1.02 | 1.57 | 65% |
| Returns for 1 year | 10.94 | 6.69 | 164% |
| Returns for 3 years | 14.95 | 34.94 | 43% |
| Returns for 5 years | 8.91 | 37.12 | 24% |
| Returns for 10 years | 6.79 | 59.39 | 11% |
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