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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Macquarie Balanced Fund
Price$25.13
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
IBNAX vs RLEFX Comparison Chart in %
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IBNAX vs. RLEFX commentary
Jul 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 IBNAX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B 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: 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 : 13.40 vs. RLEFX (10.46). RLEFX return over 5 years is better than : 40.77 vs. IBNAX (9.65).
| 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 | 7.481 | 9.133 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 1.02 | 2.01 | 51% |
| Returns for 1 year | 13.40 | 10.46 | 128% |
| Returns for 3 years | 13.58 | 35.42 | 38% |
| Returns for 5 years | 9.65 | 40.77 | 24% |
| Returns for 10 years | 8.75 | N/A | - |
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