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IBNCX vs RLBGX
IBNCX vs RLBGX Comparison
Open Charts IBNCX vs RLBGX
Macquarie Balanced Fund
Price$24.43
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IBNCX vs RLBGX Comparison Chart in %
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IBNCX 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 IBNCX is a StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. IBNCX (1.6B). RLBGX pays higher dividends than IBNCX: RLBGX (2.15) vs IBNCX (0.50). IBNCX was incepted earlier than RLBGX: IBNCX (22 years) vs RLBGX (16 years). IBNCX (1.83) is less costly to investors than RLBGX (0.25). IBNCX is a more actively managed with annual turnover of: 73.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than IBNCX: RLBGX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 11.27 vs. RLBGX (8.24). RLBGX return over 5 years is better than : 43.50 vs. IBNCX (6.93).
| IBNCX | RLBGX | IBNCX / RLBGX | |
| Total Expense Ratio | 1.81 | 0.25 | 724% |
| Annual Report Gross Expense Ratio | 1.83 | 0.25 | 732% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 6.362 | 8.259 | 77% |
| Front Load | N/A | 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 | 0.50 | 2.15 | 23% |
| Returns for 1 year | 11.27 | 8.24 | 137% |
| Returns for 3 years | 11.81 | 36.31 | 33% |
| Returns for 5 years | 6.93 | 43.50 | 16% |
| Returns for 10 years | 0.90 | 68.54 | 1% |