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IBNCX vs RLBCX
IBNCX vs RLBCX Comparison
Open Charts IBNCX vs RLBCX
Macquarie Balanced Fund
Price$23.54
Change-$0.23 (-0.97%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
IBNCX vs RLBCX Comparison Chart
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IBNCX vs. RLBCX commentary
Feb 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. IBNCX (1.54B). RLBCX pays higher dividends than IBNCX: RLBCX (1.98) vs IBNCX (1.36). IBNCX was incepted earlier than RLBCX: IBNCX (21 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). 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 : 12.67 vs. RLBCX (8.85). RLBCX return over 5 years is better than : 28.37 vs. IBNCX (-1.96).
| IBNCX | RLBCX | IBNCX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 2.082 | 2.844 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 242B | 1% |
| Annual Yield % from dividends | 1.36 | 1.98 | 69% |
| Returns for 1 year | 12.67 | 8.85 | 143% |
| Returns for 3 years | -3.10 | 16.79 | -18% |
| Returns for 5 years | -1.96 | 28.37 | -7% |
| Returns for 10 years | -5.03 | 50.06 | -10% |