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IBNCX vs RLBFX
IBNCX vs RLBFX Comparison
Open Charts IBNCX vs RLBFX
Macquarie Balanced Fund
Price$24.58
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
IBNCX vs RLBFX Comparison Chart in %
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IBNCX vs. RLBFX commentary
Jul 27, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. IBNCX (1.6B). RLBFX pays higher dividends than IBNCX: RLBFX (2.10) vs IBNCX (0.50). IBNCX was incepted earlier than RLBFX: IBNCX (22 years) vs RLBFX (23 years). IBNCX (1.83) is less costly to investors than RLBFX (0.29). IBNCX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than IBNCX: RLBFX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 12.51 vs. RLBFX (10.60). RLBFX return over 5 years is better than : 41.40 vs. IBNCX (5.21).
| IBNCX | RLBFX | IBNCX / RLBFX | |
| Total Expense Ratio | 1.81 | 0.29 | 624% |
| Annual Report Gross Expense Ratio | 1.83 | 0.29 | 631% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.015 | 9.189 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 0.50 | 2.10 | 24% |
| Returns for 1 year | 12.51 | 10.60 | 118% |
| Returns for 3 years | 10.47 | 35.79 | 29% |
| Returns for 5 years | 5.21 | 41.40 | 13% |
| Returns for 10 years | 2.05 | 68.15 | 3% |
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