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IBNCX vs RLBFX
IBNCX vs RLBFX Comparison
Open Charts IBNCX vs RLBFX
Macquarie Balanced Fund
Price$21.85
Change-$0.44 (-1.97%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R5
Price$32.81
Change-$0.72 (-2.15%)
VolumeN/A
Net Assets228.54B
IBNCX vs RLBFX Comparison Chart
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IBNCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 229B vs. IBNCX (1.44B). RLBFX pays higher dividends than IBNCX: RLBFX (2.26) vs IBNCX (0.45). IBNCX was incepted earlier than RLBFX: IBNCX (21 years) vs RLBFX (23 years). IBNCX (1.83) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (73.00). 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 : 5.71 vs. RLBFX (2.65). RLBFX return over 5 years is better than : 38.55 vs. IBNCX (7.01).
| IBNCX | RLBFX | IBNCX / RLBFX | |
| Total Expense Ratio | 1.81 | 0.30 | 603% |
| Annual Report Gross Expense Ratio | 1.83 | 0.30 | 610% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -3.178 | -2.128 | 149% |
| 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 | 2.26 | 20% |
| Returns for 1 year | 5.71 | 2.65 | 215% |
| Returns for 3 years | -7.16 | 12.24 | -58% |
| Returns for 5 years | 7.01 | 38.55 | 18% |
| Returns for 10 years | -10.06 | 50.06 | -20% |
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