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IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Macquarie Balanced Fund
Price$23.38
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
IBNYX vs RLBFX Comparison Chart
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IBNYX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. IBNYX (1.53B). RLBFX pays higher dividends than IBNYX: RLBFX (2.26) vs IBNYX (1.00). IBNYX was incepted earlier than RLBFX: IBNYX (21 years) vs RLBFX (23 years). IBNYX (1.08) is less costly to investors than RLBFX (0.29). IBNYX is a more actively managed with annual turnover of: 73.00 vs. RLBFX (44.00). IBNYX has a lower initial minimum investment than RLBFX: IBNYX (0) vs RLBFX (250). IBNYX annual gain was more profitable for investors over the last year : 7.81 vs. RLBFX (5.00). RLBFX return over 5 years is better than : 38.27 vs. IBNYX (9.25).
| IBNYX | RLBFX | IBNYX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.29 | 366% |
| Annual Report Gross Expense Ratio | 1.08 | 0.29 | 372% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -0.852 | 0.382 | -223% |
| 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 | 2.26 | 44% |
| Returns for 1 year | 7.81 | 5.00 | 156% |
| Returns for 3 years | 3.11 | 20.22 | 15% |
| Returns for 5 years | 9.25 | 38.27 | 24% |
| Returns for 10 years | -2.13 | 52.32 | -4% |