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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$24.96
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5
Price$36.93
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.16B
IBNAX vs RLBFX Comparison Chart in %
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IBNAX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B vs. IBNAX (1.6B). RLBFX pays higher dividends than IBNAX: RLBFX (2.10) vs IBNAX (1.02). IBNAX was incepted earlier than RLBFX: IBNAX (38 years) vs RLBFX (23 years). IBNAX (1.08) is less costly to investors than RLBFX (0.29). IBNAX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than IBNAX: RLBFX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 10.94 vs. RLBFX (7.38). RLBFX return over 5 years is better than : 40.71 vs. IBNAX (8.91).
| IBNAX | RLBFX | IBNAX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.29 | 366% |
| Annual Report Gross Expense Ratio | 1.08 | 0.29 | 372% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 6.797 | 8.281 | 82% |
| 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 | 2.10 | 49% |
| Returns for 1 year | 10.94 | 7.38 | 148% |
| Returns for 3 years | 14.95 | 37.11 | 40% |
| Returns for 5 years | 8.91 | 40.71 | 22% |
| Returns for 10 years | 6.79 | 65.29 | 10% |
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