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IBNAX vs RLBGX
IBNAX vs RLBGX Comparison
Open Charts IBNAX vs RLBGX
Nomura Balanced Fund
Price$25.68
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R6
Price$38.39
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
IBNAX vs RLBGX Comparison Chart in %
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IBNAX vs. RLBGX 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 270B vs. IBNAX (1.96B). RLBGX pays higher dividends than IBNAX: RLBGX (2.18) vs IBNAX (1.19). IBNAX was incepted earlier than RLBGX: IBNAX (38 years) vs RLBGX (17 years). IBNAX (1.09) is less costly to investors than RLBGX (0.25). IBNAX is a more actively managed with annual turnover of: 76.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than IBNAX: RLBGX (250) vs IBNAX (1000). RLBGX annual gain was more profitable for investors over the last year : 11.09 vs. IBNAX (7.34). RLBGX return over 5 years is better than : 37.28 vs. IBNAX (1.67).
| IBNAX | RLBGX | IBNAX / RLBGX | |
| Total Expense Ratio | 0.98 | 0.25 | 392% |
| Annual Report Gross Expense Ratio | 1.09 | 0.25 | 436% |
| Fund Existence | 38 years | 17 years | - |
| Gain YTD | 0.273 | 2.346 | 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 | 2.18 | 55% |
| Returns for 1 year | 7.34 | 11.09 | 66% |
| Returns for 3 years | 39.86 | 38.02 | 105% |
| Returns for 5 years | 1.67 | 37.28 | 4% |
| Returns for 10 years | 28.92 | 92.15 | 31% |
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