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IBNAX vs RLBGX
IBNAX vs RLBGX Comparison
Open Charts IBNAX vs RLBGX
Macquarie Balanced Fund
Price$24.10
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.57B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
IBNAX vs RLBGX Comparison Chart
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IBNAX vs. RLBGX commentary
Jun 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 Hold and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 247B vs. IBNAX (1.57B). RLBGX pays higher dividends than IBNAX: RLBGX (2.23) vs IBNAX (0.98). IBNAX was incepted earlier than RLBGX: IBNAX (38 years) vs RLBGX (16 years). IBNAX (1.08) is less costly to investors than RLBGX (0.25). IBNAX is a more actively managed with annual turnover of: 73.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than IBNAX: RLBGX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 8.35 vs. RLBGX (5.63). RLBGX return over 5 years is better than : 40.35 vs. IBNAX (9.24).
| IBNAX | RLBGX | IBNAX / RLBGX | |
| Total Expense Ratio | 1.06 | 0.25 | 424% |
| Annual Report Gross Expense Ratio | 1.08 | 0.25 | 432% |
| Fund Existence | 38 years | 16 years | - |
| Gain YTD | 2.656 | 4.592 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 247B | 1% |
| Annual Yield % from dividends | 0.98 | 2.23 | 44% |
| Returns for 1 year | 8.35 | 5.63 | 148% |
| Returns for 3 years | 13.19 | 33.78 | 39% |
| Returns for 5 years | 9.24 | 40.35 | 23% |
| Returns for 10 years | 2.33 | 60.87 | 4% |
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