Interact to see
Advertisement
Advertisement
IBNCX vs RLBCX
IBNCX vs RLBCX Comparison
Open Charts IBNCX vs RLBCX
Macquarie Balanced Fund
Price$24.73
Change-$0.12 (-0.48%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R3
Price$37.19
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
IBNCX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBNCX vs. RLBCX commentary
Aug 18, 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 StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. IBNCX (1.6B). RLBCX pays higher dividends than IBNCX: RLBCX (1.56) vs IBNCX (0.49). IBNCX was incepted earlier than RLBCX: IBNCX (22 years) vs RLBCX (23 years). IBNCX (1.83) is less costly to investors than RLBCX (0.89). IBNCX is a more actively managed with annual turnover of: 76.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than IBNCX: RLBCX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 10.33 vs. RLBCX (7.61). RLBCX return over 5 years is better than : 36.26 vs. IBNCX (2.60).
| IBNCX | RLBCX | IBNCX / RLBCX | |
| Total Expense Ratio | 1.81 | 0.89 | 203% |
| Annual Report Gross Expense Ratio | 1.83 | 0.89 | 206% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.668 | 9.537 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 256B | 1% |
| Annual Yield % from dividends | 0.49 | 1.56 | 32% |
| Returns for 1 year | 10.33 | 7.61 | 136% |
| Returns for 3 years | 4.65 | 28.47 | 16% |
| Returns for 5 years | 2.60 | 36.26 | 7% |
| Returns for 10 years | 2.88 | 63.18 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement