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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Nomura Balanced Fund Class R6
Price$25.92
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2B
American Funds American Balanced R5E
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
IBARX vs RLEFX Comparison Chart in %
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IBARX vs. RLEFX commentary
Dec 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. IBARX (2B). RLEFX pays higher dividends than IBARX: RLEFX (1.86) 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). RLEFX (9.35) and IBARX (9.33) have marching annual gain over last year. RLEFX return over 5 years is better than : 35.69 vs. IBARX (6.75).
| 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 | 10.906 | 10.784 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 269B | 1% |
| Annual Yield % from dividends | 1.14 | 1.86 | 61% |
| Returns for 1 year | 9.33 | 9.35 | 100% |
| Returns for 3 years | 49.55 | 38.41 | 129% |
| Returns for 5 years | 6.75 | 35.69 | 19% |
| Returns for 10 years | 23.51 | 75.88 | 31% |
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