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IBNYX vs RLBCX
IBNYX vs RLBCX Comparison
Open Charts IBNYX vs RLBCX
Macquarie Balanced Fund
Price$23.38
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R3
Price$34.14
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
IBNYX vs RLBCX Comparison Chart
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IBNYX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. IBNYX (1.53B). RLBCX pays higher dividends than IBNYX: RLBCX (1.70) vs IBNYX (1.00). IBNYX was incepted earlier than RLBCX: IBNYX (21 years) vs RLBCX (23 years). IBNYX (1.08) is less costly to investors than RLBCX (0.89). IBNYX is a more actively managed with annual turnover of: 73.00 vs. RLBCX (44.00). IBNYX has a lower initial minimum investment than RLBCX: IBNYX (0) vs RLBCX (250). IBNYX annual gain was more profitable for investors over the last year : 7.81 vs. RLBCX (4.33). RLBCX return over 5 years is better than : 34.74 vs. IBNYX (9.25).
| IBNYX | RLBCX | IBNYX / RLBCX | |
| Total Expense Ratio | 1.06 | 0.89 | 119% |
| Annual Report Gross Expense Ratio | 1.08 | 0.89 | 121% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -0.852 | 0.176 | -484% |
| 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 | 1.70 | 59% |
| Returns for 1 year | 7.81 | 4.33 | 180% |
| Returns for 3 years | 3.11 | 18.44 | 17% |
| Returns for 5 years | 9.25 | 34.74 | 27% |
| Returns for 10 years | -2.13 | 47.04 | -5% |