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IBNYX vs RLBGX
IBNYX vs RLBGX Comparison
Open Charts IBNYX vs RLBGX
Macquarie Balanced Fund
Price$23.38
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R6
Price$34.40
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
IBNYX vs RLBGX Comparison Chart
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IBNYX vs. RLBGX commentary
May 09, 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: 234B vs. IBNYX (1.53B). RLBGX pays higher dividends than IBNYX: RLBGX (2.31) vs IBNYX (1.00). 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). IBNYX is a more actively managed with annual turnover of: 73.00 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 : 8.22 vs. RLBGX (5.09). RLBGX return over 5 years is better than : 38.70 vs. IBNYX (9.68).
| 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 | -0.469 | 0.541 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 234B | 1% |
| Annual Yield % from dividends | 1.00 | 2.31 | 43% |
| Returns for 1 year | 8.22 | 5.09 | 162% |
| Returns for 3 years | 5.77 | 22.88 | 25% |
| Returns for 5 years | 9.68 | 38.70 | 25% |
| Returns for 10 years | -1.52 | 53.65 | -3% |
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