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IBNYX vs RLBCX
IBNYX vs RLBCX Comparison
Open Charts IBNYX vs RLBCX
Macquarie Balanced Fund
Price$22.52
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R3
Price$32.90
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
IBNYX vs RLBCX Comparison Chart
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IBNYX vs. RLBCX commentary
Apr 12, 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: 224B vs. IBNYX (1.41B). RLBCX pays higher dividends than IBNYX: RLBCX (1.69) vs IBNYX (0.99). 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (73.00). 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 : 4.08 vs. RLBCX (0.57). RLBCX return over 5 years is better than : 33.56 vs. IBNYX (8.78).
| 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 | -4.939 | -3.321 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 224B | 1% |
| Annual Yield % from dividends | 0.99 | 1.69 | 59% |
| Returns for 1 year | 4.08 | 0.57 | 719% |
| Returns for 3 years | -6.50 | 9.53 | -68% |
| Returns for 5 years | 8.78 | 33.56 | 26% |
| Returns for 10 years | -6.70 | 43.10 | -16% |
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