Interact to see
Advertisement
Advertisement
IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Nomura Balanced Fund
Price$26.15
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
IBNYX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBNYX vs. RLBFX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. IBNYX (2.02B). RLBFX pays higher dividends than IBNYX: RLBFX (1.93) vs IBNYX (0.88). IBNYX was incepted earlier than RLBFX: IBNYX (22 years) vs RLBFX (24 years). IBNYX (1.09) 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). RLBFX annual gain was more profitable for investors over the last year : 9.63 vs. IBNYX (8.01). RLBFX return over 5 years is better than : 40.86 vs. IBNYX (1.35).
| IBNYX | RLBFX | IBNYX / RLBFX | |
| Total Expense Ratio | 0.98 | 0.29 | 338% |
| Annual Report Gross Expense Ratio | 1.09 | 0.29 | 376% |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 11.582 | 16.889 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 269B | 1% |
| Annual Yield % from dividends | 0.88 | 1.93 | 46% |
| Returns for 1 year | 8.01 | 9.63 | 83% |
| Returns for 3 years | 14.81 | 41.38 | 36% |
| Returns for 5 years | 1.35 | 40.86 | 3% |
| Returns for 10 years | 12.06 | 77.79 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement