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IBNCX vs RLBCX
IBNCX vs RLBCX Comparison
Open Charts IBNCX vs RLBCX
Macquarie Balanced Fund
Price$23.17
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R3
Price$34.67
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
IBNCX vs RLBCX Comparison Chart
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IBNCX vs. RLBCX commentary
May 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 IBNCX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. IBNCX (1.54B). RLBCX pays higher dividends than IBNCX: RLBCX (1.70) vs IBNCX (0.45). IBNCX was incepted earlier than RLBCX: IBNCX (21 years) vs RLBCX (23 years). IBNCX (1.83) is less costly to investors than RLBCX (0.89). IBNCX is a more actively managed with annual turnover of: 73.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than IBNCX: RLBCX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 7.06 vs. RLBCX (4.44). RLBCX return over 5 years is better than : 36.27 vs. IBNCX (5.93).
| IBNCX | RLBCX | IBNCX / RLBCX | |
| Total Expense Ratio | 1.81 | 0.89 | 203% |
| Annual Report Gross Expense Ratio | 1.83 | 0.89 | 206% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.557 | 1.881 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 238B | 1% |
| Annual Yield % from dividends | 0.45 | 1.70 | 26% |
| Returns for 1 year | 7.06 | 4.44 | 159% |
| Returns for 3 years | 4.12 | 21.68 | 19% |
| Returns for 5 years | 5.93 | 36.27 | 16% |
| Returns for 10 years | -6.37 | 49.72 | -13% |
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