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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Macquarie Balanced Fund
Price$25.91
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
IBNAX vs RLEFX Comparison Chart in %
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IBNAX vs. RLEFX commentary
Oct 19, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 265B vs. IBNAX (2.04B). RLEFX pays higher dividends than IBNAX: RLEFX (1.92) vs IBNAX (0.96). IBNAX was incepted earlier than RLEFX: IBNAX (38 years) vs RLEFX (10 years). IBNAX (1.09) is less costly to investors than RLEFX (0.39). IBNAX is a more actively managed with annual turnover of: 76.00 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 : 9.61 vs. RLEFX (8.94). RLEFX return over 5 years is better than : 43.26 vs. IBNAX (6.95).
| IBNAX | RLEFX | IBNAX / RLEFX | |
| Total Expense Ratio | 0.98 | 0.39 | 251% |
| Annual Report Gross Expense Ratio | 1.09 | 0.39 | 279% |
| Fund Existence | 38 years | 10 years | - |
| Gain YTD | 11.103 | 14.819 | 75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 265B | 1% |
| Annual Yield % from dividends | 0.96 | 1.92 | 50% |
| Returns for 1 year | 9.61 | 8.94 | 108% |
| Returns for 3 years | 22.67 | 51.39 | 44% |
| Returns for 5 years | 6.95 | 43.26 | 16% |
| Returns for 10 years | 14.22 | N/A | - |
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