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IBNYX vs RLBAX
IBNYX vs RLBAX Comparison
Open Charts IBNYX vs RLBAX
Macquarie Balanced Fund
Price$23.38
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
IBNYX vs RLBAX Comparison Chart
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IBNYX vs. RLBAX commentary
May 09, 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 IBNYX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. IBNYX (1.53B). RLBAX pays higher dividends than IBNYX: RLBAX (1.28) vs IBNYX (1.00). IBNYX was incepted earlier than RLBAX: IBNYX (21 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than IBNYX (1.08). IBNYX is a more actively managed with annual turnover of: 73.00 vs. RLBAX (44.00). IBNYX has a lower initial minimum investment than RLBAX: IBNYX (0) vs RLBAX (250). IBNYX annual gain was more profitable for investors over the last year : 7.81 vs. RLBAX (3.86). RLBAX return over 5 years is better than : 32.29 vs. IBNYX (9.25).
| IBNYX | RLBAX | IBNYX / RLBAX | |
| Total Expense Ratio | 1.06 | 1.31 | 81% |
| Annual Report Gross Expense Ratio | 1.08 | 1.31 | 82% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -0.852 | 0.037 | -2,325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 234B | 1% |
| Annual Yield % from dividends | 1.00 | 1.28 | 78% |
| Returns for 1 year | 7.81 | 3.86 | 202% |
| Returns for 3 years | 3.11 | 17.24 | 18% |
| Returns for 5 years | 9.25 | 32.29 | 29% |
| Returns for 10 years | -2.13 | 43.55 | -5% |
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