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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$25.70
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5E
Price$38.13
Change+$0.35 (+0.93%)
VolumeN/A
Net Assets259.11B
IBARX vs RLEFX Comparison Chart in %
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IBARX vs. RLEFX commentary
Sep 09, 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: 259B vs. IBARX (2.04B). RLEFX pays higher dividends than IBARX: RLEFX (1.97) vs IBARX (1.23). 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: 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 : 14.16 vs. RLEFX (11.95). RLEFX return over 5 years is better than : 41.82 vs. IBARX (9.50).
| 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 | 9.628 | 11.952 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 259B | 1% |
| Annual Yield % from dividends | 1.23 | 1.97 | 63% |
| Returns for 1 year | 14.16 | 11.95 | 119% |
| Returns for 3 years | 14.91 | 37.83 | 39% |
| Returns for 5 years | 9.50 | 41.82 | 23% |
| Returns for 10 years | 18.67 | N/A | - |
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