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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Macquarie Balanced Fund
Price$25.18
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets1.59B
American Funds American Balanced R5
Price$37.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets255.64B
IBNAX vs RLBFX Comparison Chart in %
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IBNAX vs. RLBFX commentary
Aug 20, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. IBNAX (1.6B). RLBFX pays higher dividends than IBNAX: RLBFX (2.08) vs IBNAX (1.02). IBNAX was incepted earlier than RLBFX: IBNAX (38 years) vs RLBFX (23 years). IBNAX (1.08) 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). IBNAX annual gain was more profitable for investors over the last year : 9.75 vs. RLBFX (8.14). RLBFX return over 5 years is better than : 39.90 vs. IBNAX (6.53).
| IBNAX | RLBFX | IBNAX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.29 | 366% |
| Annual Report Gross Expense Ratio | 1.08 | 0.29 | 372% |
| Fund Existence | 38 years | 23 years | - |
| Gain YTD | 7.695 | 9.922 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 256B | 1% |
| Annual Yield % from dividends | 1.02 | 2.08 | 49% |
| Returns for 1 year | 9.75 | 8.14 | 120% |
| Returns for 3 years | 8.72 | 32.12 | 27% |
| Returns for 5 years | 6.53 | 39.90 | 16% |
| Returns for 10 years | 13.64 | 75.56 | 18% |
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