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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Macquarie Balanced Fund
Price$24.96
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
IBNAX vs RLEFX Comparison Chart in %
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IBNAX vs. RLEFX commentary
Jul 07, 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 IBNAX is a StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. IBNAX (1.6B). RLEFX pays higher dividends than IBNAX: RLEFX (2.01) vs IBNAX (1.02). IBNAX was incepted earlier than RLEFX: IBNAX (38 years) vs RLEFX (10 years). IBNAX (1.08) is less costly to investors than RLEFX (0.39). IBNAX is a more actively managed with annual turnover of: 73.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than IBNAX: RLEFX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 12.08 vs. RLEFX (8.07). RLEFX return over 5 years is better than : 42.56 vs. IBNAX (11.44).
| IBNAX | RLEFX | IBNAX / RLEFX | |
| Total Expense Ratio | 1.06 | 0.39 | 272% |
| Annual Report Gross Expense Ratio | 1.08 | 0.39 | 277% |
| Fund Existence | 38 years | 10 years | - |
| Gain YTD | 6.754 | 8.164 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 1.02 | 2.01 | 51% |
| Returns for 1 year | 12.08 | 8.07 | 150% |
| Returns for 3 years | 14.96 | 35.76 | 42% |
| Returns for 5 years | 11.44 | 42.56 | 27% |
| Returns for 10 years | 7.50 | N/A | - |