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IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Macquarie Balanced Fund
Price$24.97
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IBNYX vs RLBFX Comparison Chart in %
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IBNYX vs. RLBFX commentary
Jul 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 252B 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 : 12.06 vs. RLBFX (8.18). RLBFX return over 5 years is better than : 43.24 vs. IBNYX (10.88).
| 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 | 6.736 | 8.222 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 1.01 | 2.10 | 48% |
| Returns for 1 year | 12.06 | 8.18 | 147% |
| Returns for 3 years | 14.63 | 36.13 | 40% |
| Returns for 5 years | 10.88 | 43.24 | 25% |
| Returns for 10 years | 7.02 | 68.15 | 10% |
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