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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Macquarie Balanced Fund
Price$24.10
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.57B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
IBNAX vs RLEFX Comparison Chart
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IBNAX vs. RLEFX commentary
Jun 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 IBNAX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 247B vs. IBNAX (1.57B). RLEFX pays higher dividends than IBNAX: RLEFX (2.09) vs IBNAX (0.98). 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 : 8.35 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. IBNAX (9.24).
| 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 | 2.656 | 4.524 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 247B | 1% |
| Annual Yield % from dividends | 0.98 | 2.09 | 47% |
| Returns for 1 year | 8.35 | 5.49 | 152% |
| Returns for 3 years | 13.19 | 33.28 | 40% |
| Returns for 5 years | 9.24 | 39.46 | 23% |
| Returns for 10 years | 2.33 | N/A | - |
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