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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$26.08
Change-$0.33 (-1.25%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
IBARX vs RLEFX Comparison Chart in %
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IBARX vs. RLEFX commentary
Nov 14, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. IBARX (2.04B). RLEFX pays higher dividends than IBARX: RLEFX (1.89) vs IBARX (1.14). IBARX was incepted earlier than RLEFX: IBARX (11 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). IBARX annual gain was more profitable for investors over the last year : 10.44 vs. RLEFX (8.96). RLEFX return over 5 years is better than : 40.71 vs. IBARX (7.67).
| IBARX | RLEFX | IBARX / RLEFX | |
| Total Expense Ratio | 0.65 | 0.39 | 167% |
| Annual Report Gross Expense Ratio | 0.75 | 0.39 | 192% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 13.002 | 14.996 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 269B | 1% |
| Annual Yield % from dividends | 1.14 | 1.89 | 60% |
| Returns for 1 year | 10.44 | 8.96 | 117% |
| Returns for 3 years | 19.47 | 43.39 | 45% |
| Returns for 5 years | 7.67 | 40.71 | 19% |
| Returns for 10 years | 19.52 | N/A | - |
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