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IBNCX vs RLBFX
IBNCX vs RLBFX Comparison
Open Charts IBNCX vs RLBFX
Macquarie Balanced Fund
Price$23.17
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R5
Price$34.97
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
IBNCX vs RLBFX Comparison Chart
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IBNCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. IBNCX (1.54B). 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 (0.29). IBNCX is a more actively managed with annual turnover of: 73.00 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 : 7.06 vs. RLBFX (5.05). RLBFX return over 5 years is better than : 39.77 vs. IBNCX (5.93).
| IBNCX | RLBFX | IBNCX / RLBFX | |
| Total Expense Ratio | 1.81 | 0.29 | 624% |
| Annual Report Gross Expense Ratio | 1.83 | 0.29 | 631% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 0.557 | 2.075 | 27% |
| 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 | 2.26 | 20% |
| Returns for 1 year | 7.06 | 5.05 | 140% |
| Returns for 3 years | 4.12 | 23.43 | 18% |
| Returns for 5 years | 5.93 | 39.77 | 15% |
| Returns for 10 years | -6.37 | 55.01 | -12% |
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