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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Nomura Balanced Fund Class R6
Price$25.96
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets1.97B
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
IBARX vs RLEFX Comparison Chart in %
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IBARX vs. RLEFX commentary
Feb 04, 2026
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 IBARX is a Buy and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. IBARX (1.97B). RLEFX pays higher dividends than IBARX: RLEFX (2.06) vs IBARX (1.47). IBARX was incepted earlier than RLEFX: IBARX (12 years) vs RLEFX (10 years). IBARX (0.75) is less costly to investors than RLEFX (0.39). IBARX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). IBARX has a lower initial minimum investment than RLEFX: IBARX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. IBARX (8.73). RLEFX return over 5 years is better than : 36.72 vs. IBARX (4.57).
| IBARX | RLEFX | IBARX / RLEFX | |
| Total Expense Ratio | 0.65 | 0.39 | 167% |
| Annual Report Gross Expense Ratio | 0.75 | 0.39 | 192% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 0.894 | 2.483 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 270B | 1% |
| Annual Yield % from dividends | 1.47 | 2.06 | 71% |
| Returns for 1 year | 8.73 | 11.56 | 76% |
| Returns for 3 years | 42.09 | 37.57 | 112% |
| Returns for 5 years | 4.57 | 36.72 | 12% |
| Returns for 10 years | 33.81 | 90.60 | 37% |
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