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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$24.08
Change-$0.23 (-0.95%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
IBNAX vs RLBFX Comparison Chart
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IBNAX vs. RLBFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. IBNAX (1.54B). RLBFX pays higher dividends than IBNAX: RLBFX (2.50) vs IBNAX (2.06). IBNAX was incepted earlier than RLBFX: IBNAX (37 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (82.00). 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 : 13.58 vs. RLBFX (9.54). RLBFX return over 5 years is better than : 31.70 vs. IBNAX (2.19).
| IBNAX | RLBFX | IBNAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 2.207 | 2.908 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 242B | 1% |
| Annual Yield % from dividends | 2.06 | 2.50 | 82% |
| Returns for 1 year | 13.58 | 9.54 | 142% |
| Returns for 3 years | -0.35 | 18.32 | -2% |
| Returns for 5 years | 2.19 | 31.70 | 7% |
| Returns for 10 years | 1.09 | 55.11 | 2% |
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