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IBNYX vs RLBGX
IBNYX vs RLBGX Comparison
Open Charts IBNYX vs RLBGX
Macquarie Balanced Fund
Price$24.97
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IBNYX vs RLBGX Comparison Chart in %
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IBNYX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. IBNYX (1.6B). RLBGX pays higher dividends than IBNYX: RLBGX (2.15) vs IBNYX (1.01). IBNYX was incepted earlier than RLBGX: IBNYX (22 years) vs RLBGX (16 years). IBNYX (1.08) is less costly to investors than RLBGX (0.25). IBNYX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). 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 : 12.06 vs. RLBGX (8.24). RLBGX return over 5 years is better than : 43.50 vs. IBNYX (10.88).
| IBNYX | RLBGX | IBNYX / RLBGX | |
| Total Expense Ratio | 1.06 | 0.25 | 424% |
| Annual Report Gross Expense Ratio | 1.08 | 0.25 | 432% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 6.736 | 8.259 | 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 | 2.15 | 47% |
| Returns for 1 year | 12.06 | 8.24 | 146% |
| Returns for 3 years | 14.63 | 36.31 | 40% |
| Returns for 5 years | 10.88 | 43.50 | 25% |
| Returns for 10 years | 7.02 | 68.54 | 10% |
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