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IBNCX vs RLBGX
IBNCX vs RLBGX Comparison
Open Charts IBNCX vs RLBGX
Macquarie Balanced Fund
Price$21.85
Change-$0.44 (-1.97%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R6
Price$32.78
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
IBNCX vs RLBGX Comparison Chart
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IBNCX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 229B vs. IBNCX (1.44B). RLBGX pays higher dividends than IBNCX: RLBGX (2.31) vs IBNCX (0.45). IBNCX was incepted earlier than RLBGX: IBNCX (21 years) vs RLBGX (16 years). IBNCX (1.83) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (73.00). RLBGX has a lower initial minimum investment than IBNCX: RLBGX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 5.71 vs. RLBGX (2.70). RLBGX return over 5 years is better than : 38.78 vs. IBNCX (7.01).
| IBNCX | RLBGX | IBNCX / RLBGX | |
| Total Expense Ratio | 1.81 | 0.25 | 724% |
| Annual Report Gross Expense Ratio | 1.83 | 0.25 | 732% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | -3.178 | -2.118 | 150% |
| 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 | 2.31 | 19% |
| Returns for 1 year | 5.71 | 2.70 | 211% |
| Returns for 3 years | -7.16 | 12.35 | -58% |
| Returns for 5 years | 7.01 | 38.78 | 18% |
| Returns for 10 years | -10.06 | 50.43 | -20% |
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