Interact to see
Advertisement
Advertisement
IBNAX vs RLBGX
IBNAX vs RLBGX Comparison
Open Charts IBNAX vs RLBGX
Macquarie Balanced Fund
Price$24.96
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IBNAX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBNAX vs. RLBGX commentary
Jul 07, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. IBNAX (1.6B). RLBGX pays higher dividends than IBNAX: RLBGX (2.15) vs IBNAX (1.02). 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 : 12.08 vs. RLBGX (8.24). RLBGX return over 5 years is better than : 43.50 vs. IBNAX (11.44).
| 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 | 6.754 | 8.259 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 1.02 | 2.15 | 48% |
| Returns for 1 year | 12.08 | 8.24 | 147% |
| Returns for 3 years | 14.96 | 36.31 | 41% |
| Returns for 5 years | 11.44 | 43.50 | 26% |
| Returns for 10 years | 7.50 | 68.54 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement