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IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Macquarie Balanced Fund
Price$25.19
Change-$0.09 (-0.36%)
VolumeN/A
Net Assets1.59B
American Funds American Balanced R5
Price$37.37
Change-$0.15 (-0.40%)
VolumeN/A
Net Assets255.61B
IBNYX vs RLBFX Comparison Chart in %
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IBNYX vs. RLBFX commentary
Aug 20, 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 IBNYX is a StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 256B vs. IBNYX (1.6B). RLBFX pays higher dividends than IBNYX: RLBFX (2.08) vs IBNYX (1.00). IBNYX was incepted earlier than RLBFX: IBNYX (22 years) vs RLBFX (23 years). IBNYX (1.08) is less costly to investors than RLBFX (0.29). IBNYX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). IBNYX has a lower initial minimum investment than RLBFX: IBNYX (0) vs RLBFX (250). IBNYX annual gain was more profitable for investors over the last year : 9.78 vs. RLBFX (7.11). RLBFX return over 5 years is better than : 39.30 vs. IBNYX (6.00).
| IBNYX | RLBFX | IBNYX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.29 | 366% |
| Annual Report Gross Expense Ratio | 1.08 | 0.29 | 372% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 7.676 | 9.482 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 256B | 1% |
| Annual Yield % from dividends | 1.00 | 2.08 | 48% |
| Returns for 1 year | 9.78 | 7.11 | 138% |
| Returns for 3 years | 8.41 | 31.59 | 27% |
| Returns for 5 years | 6.00 | 39.30 | 15% |
| Returns for 10 years | 13.13 | 74.86 | 18% |
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