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IBNCX vs RLBFX
IBNCX vs RLBFX Comparison
Open Charts IBNCX vs RLBFX
Macquarie Balanced Fund
Price$23.54
Change-$0.23 (-0.97%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
IBNCX vs RLBFX Comparison Chart
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IBNCX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. IBNCX (1.54B). RLBFX pays higher dividends than IBNCX: RLBFX (2.50) vs IBNCX (1.36). IBNCX was incepted earlier than RLBFX: IBNCX (21 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). 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 : 12.67 vs. RLBFX (9.54). RLBFX return over 5 years is better than : 31.70 vs. IBNCX (-1.96).
| IBNCX | RLBFX | IBNCX / RLBFX | |
| 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 | 2.908 | 72% |
| 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 | 2.50 | 54% |
| Returns for 1 year | 12.67 | 9.54 | 133% |
| Returns for 3 years | -3.10 | 18.32 | -17% |
| Returns for 5 years | -1.96 | 31.70 | -6% |
| Returns for 10 years | -5.03 | 55.11 | -9% |