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IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Macquarie Balanced Fund
Price$25.14
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
IBNYX vs RLBFX Comparison Chart in %
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IBNYX vs. RLBFX commentary
Jul 27, 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: 254B vs. IBNYX (1.6B). RLBFX pays higher dividends than IBNYX: RLBFX (2.10) vs IBNYX (1.01). 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 : 13.37 vs. RLBFX (10.60). RLBFX return over 5 years is better than : 41.40 vs. IBNYX (9.15).
| 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 | 7.462 | 9.189 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 1.01 | 2.10 | 48% |
| Returns for 1 year | 13.37 | 10.60 | 126% |
| Returns for 3 years | 13.26 | 35.79 | 37% |
| Returns for 5 years | 9.15 | 41.40 | 22% |
| Returns for 10 years | 8.26 | 68.15 | 12% |
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