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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Nomura Balanced Fund
Price$25.68
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R5
Price$38.43
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
IBNAX vs RLBFX Comparison Chart in %
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IBNAX vs. RLBFX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. IBNAX (1.96B). RLBFX pays higher dividends than IBNAX: RLBFX (2.13) vs IBNAX (1.19). 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 annual gain was more profitable for investors over the last year : 11.01 vs. IBNAX (7.34). RLBFX return over 5 years is better than : 37.03 vs. IBNAX (1.67).
| 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 | 0.273 | 2.344 | 12% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 270B | 1% |
| Annual Yield % from dividends | 1.19 | 2.13 | 56% |
| Returns for 1 year | 7.34 | 11.01 | 67% |
| Returns for 3 years | 39.86 | 37.81 | 105% |
| Returns for 5 years | 1.67 | 37.03 | 5% |
| Returns for 10 years | 28.92 | 91.64 | 32% |
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