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IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Macquarie Balanced Fund
Price$22.52
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets1.42B
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets226.04B
IBNYX vs RLBFX Comparison Chart
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IBNYX vs. RLBFX commentary
Apr 14, 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: 226B vs. IBNYX (1.42B). RLBFX pays higher dividends than IBNYX: RLBFX (2.26) vs IBNYX (0.99). IBNYX was incepted earlier than RLBFX: IBNYX (21 years) vs RLBFX (23 years). IBNYX (1.08) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (73.00). 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 : 4.96 vs. RLBFX (1.19). RLBFX return over 5 years is better than : 37.06 vs. IBNYX (9.71).
| IBNYX | RLBFX | IBNYX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.30 | 353% |
| Annual Report Gross Expense Ratio | 1.08 | 0.30 | 360% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | -4.130 | -3.179 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 226B | 1% |
| Annual Yield % from dividends | 0.99 | 2.26 | 44% |
| Returns for 1 year | 4.96 | 1.19 | 418% |
| Returns for 3 years | -5.70 | 11.14 | -51% |
| Returns for 5 years | 9.71 | 37.06 | 26% |
| Returns for 10 years | -5.91 | 48.21 | -12% |
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