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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$25.58
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets2B
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
IBNAX vs RLBFX Comparison Chart in %
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IBNAX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. IBNAX (2B). RLBFX pays higher dividends than IBNAX: RLBFX (1.97) vs IBNAX (0.95). IBNAX was incepted earlier than RLBFX: IBNAX (38 years) vs RLBFX (24 years). IBNAX (1.09) 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). RLBFX annual gain was more profitable for investors over the last year : 9.13 vs. IBNAX (8.54). RLBFX return over 5 years is better than : 39.76 vs. IBNAX (2.47).
| IBNAX | RLBFX | IBNAX / RLBFX | |
| Total Expense Ratio | 0.98 | 0.29 | 338% |
| Annual Report Gross Expense Ratio | 1.09 | 0.29 | 376% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 9.688 | 14.008 | 69% |
| 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 | 1.97 | 48% |
| Returns for 1 year | 8.54 | 9.13 | 93% |
| Returns for 3 years | 15.45 | 41.78 | 37% |
| Returns for 5 years | 2.47 | 39.76 | 6% |
| Returns for 10 years | 10.59 | 73.89 | 14% |
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