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IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Macquarie Balanced Fund
Price$25.30
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets1.61B
American Funds American Balanced R5
Price$37.52
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
IBNYX vs RLBFX Comparison Chart in %
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IBNYX vs. RLBFX commentary
Aug 17, 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: 256B vs. IBNYX (1.61B). RLBFX pays higher dividends than IBNYX: RLBFX (2.08) vs IBNYX (1.00). 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 : 11.17 vs. RLBFX (8.29). RLBFX return over 5 years is better than : 39.76 vs. IBNYX (6.42).
| 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 | 8.146 | 9.922 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 256B | 1% |
| Annual Yield % from dividends | 1.00 | 2.08 | 48% |
| Returns for 1 year | 11.17 | 8.29 | 135% |
| Returns for 3 years | 7.24 | 30.56 | 24% |
| Returns for 5 years | 6.42 | 39.76 | 16% |
| Returns for 10 years | 9.12 | 69.21 | 13% |
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