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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$22.51
Change+$0.18 (+0.81%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
IBNAX vs RLBFX Comparison Chart
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IBNAX vs. RLBFX commentary
Apr 12, 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: 224B vs. IBNAX (1.41B). RLBFX pays higher dividends than IBNAX: RLBFX (2.26) vs IBNAX (1.01). 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 : 4.14 vs. RLBFX (1.19). RLBFX return over 5 years is better than : 37.06 vs. IBNAX (9.38).
| 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 | -4.884 | -3.179 | 154% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 224B | 1% |
| Annual Yield % from dividends | 1.01 | 2.26 | 45% |
| Returns for 1 year | 4.14 | 1.19 | 349% |
| Returns for 3 years | -6.09 | 11.14 | -55% |
| Returns for 5 years | 9.38 | 37.06 | 25% |
| Returns for 10 years | -6.25 | 48.21 | -13% |
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