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IBNAX vs RLBGX
IBNAX vs RLBGX Comparison
Open Charts IBNAX vs RLBGX
Macquarie Balanced Fund
Price$23.92
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R6
Price$35.40
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets240.09B
IBNAX vs RLBGX Comparison Chart
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IBNAX vs. RLBGX commentary
May 31, 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: 240B vs. IBNAX (1.55B). RLBGX pays higher dividends than IBNAX: RLBGX (2.31) vs IBNAX (1.01). 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: 73.00 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 : 9.76 vs. RLBGX (7.85). RLBGX return over 5 years is better than : 38.83 vs. IBNAX (8.66).
| 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 | 1.633 | 3.464 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 240B | 1% |
| Annual Yield % from dividends | 1.01 | 2.31 | 44% |
| Returns for 1 year | 9.76 | 7.85 | 124% |
| Returns for 3 years | 3.96 | 21.14 | 19% |
| Returns for 5 years | 8.66 | 38.83 | 22% |
| Returns for 10 years | 0.84 | 58.12 | 1% |
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