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IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Macquarie Balanced Fund
Price$24.10
Change-$0.25 (-1.03%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IBNYX vs RLBFX Comparison Chart
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IBNYX vs. RLBFX commentary
Jun 16, 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 Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. IBNYX (1.55B). RLBFX pays higher dividends than IBNYX: RLBFX (2.18) vs IBNYX (0.96). 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: 73.00 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 : 8.28 vs. RLBFX (5.61). RLBFX return over 5 years is better than : 40.09 vs. IBNYX (8.69).
| 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 | 2.596 | 4.560 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 0.96 | 2.18 | 44% |
| Returns for 1 year | 8.28 | 5.61 | 148% |
| Returns for 3 years | 12.82 | 33.66 | 38% |
| Returns for 5 years | 8.69 | 40.09 | 22% |
| Returns for 10 years | 1.83 | 60.51 | 3% |
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