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IBNYX vs RLBGX
IBNYX vs RLBGX Comparison
Open Charts IBNYX vs RLBGX
Macquarie Balanced Fund
Price$24.02
Change+$0.14 (+0.59%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R6
Price$35.03
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
IBNYX vs RLBGX Comparison Chart
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IBNYX vs. RLBGX commentary
Jan 19, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 240B vs. IBNYX (1.55B). RLBGX pays higher dividends than IBNYX: RLBGX (2.55) vs IBNYX (2.06). IBNYX was incepted earlier than RLBGX: IBNYX (21 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (82.00). 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 : 18.50 vs. RLBGX (12.67). RLBGX return over 5 years is better than : 31.72 vs. IBNYX (0.87).
| IBNYX | RLBGX | IBNYX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 1.909 | 1.980 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 240B | 1% |
| Annual Yield % from dividends | 2.06 | 2.55 | 81% |
| Returns for 1 year | 18.50 | 12.67 | 146% |
| Returns for 3 years | -4.22 | 13.23 | -32% |
| Returns for 5 years | 0.87 | 31.72 | 3% |
| Returns for 10 years | 5.88 | 59.02 | 10% |
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