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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$25.95
Change-$0.33 (-1.26%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
IBNAX vs RLBFX Comparison Chart in %
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IBNAX vs. RLBFX commentary
Nov 14, 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 IBNAX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. IBNAX (2.02B). RLBFX pays higher dividends than IBNAX: RLBFX (1.97) vs IBNAX (0.95). IBNAX was incepted earlier than RLBFX: IBNAX (38 years) vs RLBFX (24 years). IBNAX (1.09) is less costly to investors than RLBFX (0.29). IBNAX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than IBNAX: RLBFX (250) vs IBNAX (1000). RLBFX (10.28) and IBNAX (10.07) have marching annual gain over last year. RLBFX return over 5 years is better than : 43.06 vs. IBNAX (5.79).
| IBNAX | RLBFX | IBNAX / RLBFX | |
| Total Expense Ratio | 0.98 | 0.29 | 338% |
| Annual Report Gross Expense Ratio | 1.09 | 0.29 | 376% |
| Fund Existence | 38 years | 24 years | - |
| Gain YTD | 12.690 | 16.507 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 269B | 1% |
| Annual Yield % from dividends | 0.95 | 1.97 | 48% |
| Returns for 1 year | 10.07 | 10.28 | 98% |
| Returns for 3 years | 18.20 | 44.74 | 41% |
| Returns for 5 years | 5.79 | 43.06 | 13% |
| Returns for 10 years | 15.95 | 81.39 | 20% |
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