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IBNCX vs RLBBX
IBNCX vs RLBBX Comparison
Open Charts IBNCX vs RLBBX
Macquarie Balanced Fund
Price$23.55
Change-$0.24 (-1.01%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
IBNCX vs RLBBX Comparison Chart
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IBNCX vs. RLBBX commentary
Jun 16, 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 IBNCX is a Hold and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. IBNCX (1.55B). RLBBX pays higher dividends than IBNCX: RLBBX (1.23) vs IBNCX (0.43). IBNCX was incepted earlier than RLBBX: IBNCX (22 years) vs RLBBX (23 years). IBNCX (1.83) is less costly to investors than RLBBX (1.32). IBNCX is a more actively managed with annual turnover of: 73.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than IBNCX: RLBBX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 7.48 vs. RLBBX (4.47). RLBBX return over 5 years is better than : 34.04 vs. IBNCX (4.80).
| IBNCX | RLBBX | IBNCX / RLBBX | |
| Total Expense Ratio | 1.81 | 1.32 | 137% |
| Annual Report Gross Expense Ratio | 1.83 | 1.32 | 139% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 2.295 | 4.082 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 0.43 | 1.23 | 35% |
| Returns for 1 year | 7.48 | 4.47 | 167% |
| Returns for 3 years | 10.10 | 30.06 | 34% |
| Returns for 5 years | 4.80 | 34.04 | 14% |
| Returns for 10 years | -3.98 | 51.22 | -8% |
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