Interact to see
Advertisement
Advertisement
IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Macquarie Balanced Fund
Price$25.49
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
IBNYX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBNYX vs. RLBFX commentary
Sep 07, 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: 258B vs. IBNYX (2.04B). RLBFX pays higher dividends than IBNYX: RLBFX (2.05) vs IBNYX (0.99). IBNYX was incepted earlier than RLBFX: IBNYX (22 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: 76.00 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 : 12.20 vs. RLBFX (10.28). RLBFX return over 5 years is better than : 41.46 vs. IBNYX (6.11).
| IBNYX | RLBFX | IBNYX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.29 | 366% |
| Annual Report Gross Expense Ratio | 1.08 | 0.29 | 372% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 8.958 | 11.562 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 258B | 1% |
| Annual Yield % from dividends | 0.99 | 2.05 | 48% |
| Returns for 1 year | 12.20 | 10.28 | 119% |
| Returns for 3 years | 15.89 | 40.92 | 39% |
| Returns for 5 years | 6.11 | 41.46 | 15% |
| Returns for 10 years | 13.35 | 78.40 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers