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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$24.02
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets238.66B
IBNAX vs RLBFX Comparison Chart
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IBNAX vs. RLBFX commentary
Jan 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 239B 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 : 18.51 vs. RLBFX (12.61). RLBFX return over 5 years is better than : 31.46 vs. IBNAX (1.40).
| 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 | 1.952 | 1.948 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 239B | 1% |
| Annual Yield % from dividends | 2.06 | 2.50 | 82% |
| Returns for 1 year | 18.51 | 12.61 | 147% |
| Returns for 3 years | -3.71 | 13.10 | -28% |
| Returns for 5 years | 1.40 | 31.46 | 4% |
| Returns for 10 years | 6.38 | 58.66 | 11% |
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