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IBNYX vs RLBGX
IBNYX vs RLBGX Comparison
Open Charts IBNYX vs RLBGX
Macquarie Balanced Fund
Price$22.52
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R6
Price$33.14
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
IBNYX vs RLBGX Comparison Chart
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IBNYX vs. RLBGX commentary
Apr 12, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 224B vs. IBNYX (1.41B). RLBGX pays higher dividends than IBNYX: RLBGX (2.31) vs IBNYX (0.99). IBNYX was incepted earlier than RLBGX: IBNYX (21 years) vs RLBGX (16 years). IBNYX (1.08) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (73.00). IBNYX has a lower initial minimum investment than RLBGX: IBNYX (0) vs RLBGX (250). IBNYX annual gain was more profitable for investors over the last year : 4.08 vs. RLBGX (1.24). RLBGX return over 5 years is better than : 37.33 vs. IBNYX (8.78).
| IBNYX | RLBGX | IBNYX / RLBGX | |
| Total Expense Ratio | 1.06 | 0.25 | 424% |
| Annual Report Gross Expense Ratio | 1.08 | 0.25 | 432% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | -4.939 | -3.141 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 224B | 1% |
| Annual Yield % from dividends | 0.99 | 2.31 | 43% |
| Returns for 1 year | 4.08 | 1.24 | 330% |
| Returns for 3 years | -6.50 | 11.29 | -58% |
| Returns for 5 years | 8.78 | 37.33 | 24% |
| Returns for 10 years | -6.70 | 48.56 | -14% |
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