Interact to see
Advertisement
Advertisement
IBNCX vs RLBEX
IBNCX vs RLBEX Comparison
Open Charts IBNCX vs RLBEX
Macquarie Balanced Fund
Price$23.17
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R4
Price$34.84
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
IBNCX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBNCX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 238B vs. IBNCX (1.54B). RLBEX pays higher dividends than IBNCX: RLBEX (1.98) vs IBNCX (0.45). IBNCX was incepted earlier than RLBEX: IBNCX (21 years) vs RLBEX (23 years). IBNCX (1.83) is less costly to investors than RLBEX (0.59). IBNCX is a more actively managed with annual turnover of: 73.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than IBNCX: RLBEX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 7.06 vs. RLBEX (4.75). RLBEX return over 5 years is better than : 38.04 vs. IBNCX (5.93).
| IBNCX | RLBEX | IBNCX / RLBEX | |
| Total Expense Ratio | 1.81 | 0.59 | 307% |
| Annual Report Gross Expense Ratio | 1.83 | 0.59 | 310% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.557 | 1.976 | 28% |
| 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 | 1.98 | 23% |
| Returns for 1 year | 7.06 | 4.75 | 149% |
| Returns for 3 years | 4.12 | 22.57 | 18% |
| Returns for 5 years | 5.93 | 38.04 | 16% |
| Returns for 10 years | -6.37 | 54.30 | -12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement