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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$23.29
Change-$0.29 (-1.23%)
VolumeN/A
Net Assets1.5B
American Funds American Balanced R5
Price$34.14
Change-$0.60 (-1.73%)
VolumeN/A
Net Assets237.28B
IBNAX vs RLBFX Comparison Chart
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IBNAX vs. RLBFX commentary
Mar 11, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 237B vs. IBNAX (1.5B). RLBFX pays higher dividends than IBNAX: RLBFX (2.19) vs IBNAX (1.82). IBNAX was incepted earlier than RLBFX: IBNAX (37 years) vs RLBFX (23 years). IBNAX (1.08) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (73.00). 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 : 9.30 vs. RLBFX (5.45). RLBFX return over 5 years is better than : 36.21 vs. IBNAX (7.90).
| IBNAX | RLBFX | IBNAX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.30 | 353% |
| Annual Report Gross Expense Ratio | 1.08 | 0.30 | 360% |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 0.085 | 1.018 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 237B | 1% |
| Annual Yield % from dividends | 1.82 | 2.19 | 83% |
| Returns for 1 year | 9.30 | 5.45 | 171% |
| Returns for 3 years | 1.22 | 18.06 | 7% |
| Returns for 5 years | 7.90 | 36.21 | 22% |
| Returns for 10 years | 0.98 | 55.88 | 2% |
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