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IBNCX vs RLBFX
IBNCX vs RLBFX Comparison
Open Charts IBNCX vs RLBFX
Macquarie Balanced Fund
Price$23.55
Change-$0.24 (-1.01%)
VolumeN/A
Net Assets1.57B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
IBNCX vs RLBFX Comparison Chart
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IBNCX vs. RLBFX commentary
Jun 14, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 247B vs. IBNCX (1.57B). RLBFX pays higher dividends than IBNCX: RLBFX (2.18) vs IBNCX (0.43). 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: 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 : 8.57 vs. RLBFX (5.61). RLBFX return over 5 years is better than : 40.09 vs. IBNCX (5.87).
| 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 | 3.337 | 4.560 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 247B | 1% |
| Annual Yield % from dividends | 0.43 | 2.18 | 20% |
| Returns for 1 year | 8.57 | 5.61 | 153% |
| Returns for 3 years | 11.22 | 33.66 | 33% |
| Returns for 5 years | 5.87 | 40.09 | 15% |
| Returns for 10 years | -3.00 | 60.51 | -5% |
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