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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$23.95
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R5
Price$35.46
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets241.02B
IBNAX vs RLBFX Comparison Chart
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IBNAX vs. RLBFX commentary
Jun 01, 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: 241B vs. IBNAX (1.55B). RLBFX pays higher dividends than IBNAX: RLBFX (2.18) vs IBNAX (0.98). 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: 73.00 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 : 10.37 vs. RLBFX (7.98). RLBFX return over 5 years is better than : 38.67 vs. IBNAX (9.07).
| 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 | 2.017 | 3.506 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 241B | 1% |
| Annual Yield % from dividends | 0.98 | 2.18 | 45% |
| Returns for 1 year | 10.37 | 7.98 | 130% |
| Returns for 3 years | 5.06 | 21.87 | 23% |
| Returns for 5 years | 9.07 | 38.67 | 23% |
| Returns for 10 years | 1.18 | 58.13 | 2% |
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