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IBNAX vs RLBGX
IBNAX vs RLBGX Comparison
Open Charts IBNAX vs RLBGX
Macquarie Balanced Fund
Price$25.30
Change+$0.25 (+1.00%)
VolumeN/A
Net Assets1.59B
American Funds American Balanced R6
Price$37.61
Change+$0.41 (+1.10%)
VolumeN/A
Net Assets253.63B
IBNAX vs RLBGX Comparison Chart in %
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IBNAX vs. RLBGX commentary
Aug 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. IBNAX (1.59B). RLBGX pays higher dividends than IBNAX: RLBGX (2.13) vs IBNAX (1.02). IBNAX was incepted earlier than RLBGX: IBNAX (38 years) vs RLBGX (16 years). IBNAX (1.08) is less costly to investors than RLBGX (0.25). IBNAX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than IBNAX: RLBGX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 9.80 vs. RLBGX (8.37). RLBGX return over 5 years is better than : 40.59 vs. IBNAX (5.69).
| IBNAX | RLBGX | IBNAX / RLBGX | |
| Total Expense Ratio | 1.06 | 0.25 | 424% |
| Annual Report Gross Expense Ratio | 1.08 | 0.25 | 432% |
| Fund Existence | 38 years | 16 years | - |
| Gain YTD | 7.139 | 10.342 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 254B | 1% |
| Annual Yield % from dividends | 1.02 | 2.13 | 48% |
| Returns for 1 year | 9.80 | 8.37 | 117% |
| Returns for 3 years | 10.03 | 34.58 | 29% |
| Returns for 5 years | 5.69 | 40.59 | 14% |
| Returns for 10 years | 16.86 | 82.59 | 20% |
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