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IBNCX vs RLBCX
IBNCX vs RLBCX Comparison
Open Charts IBNCX vs RLBCX
Macquarie Balanced Fund
Price$21.85
Change-$0.44 (-1.97%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R3
Price$32.55
Change-$0.70 (-2.11%)
VolumeN/A
Net Assets228.54B
IBNCX vs RLBCX Comparison Chart
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IBNCX vs. RLBCX commentary
Apr 11, 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: 229B vs. IBNCX (1.44B). RLBCX pays higher dividends than IBNCX: RLBCX (1.69) 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (73.00). 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 : 5.71 vs. RLBCX (2.00). RLBCX return over 5 years is better than : 34.98 vs. IBNCX (7.01).
| 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 | -3.178 | -2.292 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 229B | 1% |
| Annual Yield % from dividends | 0.45 | 1.69 | 26% |
| Returns for 1 year | 5.71 | 2.00 | 285% |
| Returns for 3 years | -7.16 | 10.59 | -68% |
| Returns for 5 years | 7.01 | 34.98 | 20% |
| Returns for 10 years | -10.06 | 44.91 | -22% |
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