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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$24.21
Change-$0.25 (-1.02%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IBARX vs RLEFX Comparison Chart
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IBARX vs. RLEFX commentary
Jun 16, 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 IBARX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. IBARX (1.55B). RLEFX pays higher dividends than IBARX: RLEFX (2.09) vs IBARX (1.21). IBARX was incepted earlier than RLEFX: IBARX (11 years) vs RLEFX (10 years). IBARX (0.78) is less costly to investors than RLEFX (0.39). IBARX is a more actively managed with annual turnover of: 73.00 vs. RLEFX (44.00). IBARX has a lower initial minimum investment than RLEFX: IBARX (0) vs RLEFX (250). IBARX annual gain was more profitable for investors over the last year : 8.67 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. IBARX (11.15).
| IBARX | RLEFX | IBARX / RLEFX | |
| Total Expense Ratio | 0.72 | 0.39 | 185% |
| Annual Report Gross Expense Ratio | 0.78 | 0.39 | 200% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 2.769 | 4.524 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 1.21 | 2.09 | 58% |
| Returns for 1 year | 8.67 | 5.49 | 158% |
| Returns for 3 years | 14.37 | 33.28 | 43% |
| Returns for 5 years | 11.15 | 39.46 | 28% |
| Returns for 10 years | 5.35 | N/A | - |
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