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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Nomura Balanced Fund
Price$25.68
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets1.96B
American Funds American Balanced R5E
Price$38.32
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
IBNAX vs RLEFX Comparison Chart in %
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IBNAX vs. RLEFX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. IBNAX (1.96B). RLEFX pays higher dividends than IBNAX: RLEFX (2.06) vs IBNAX (1.19). 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). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. IBNAX (7.34). RLEFX return over 5 years is better than : 36.72 vs. IBNAX (1.67).
| 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 | 0.273 | 2.483 | 11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.96B | 270B | 1% |
| Annual Yield % from dividends | 1.19 | 2.06 | 58% |
| Returns for 1 year | 7.34 | 11.56 | 63% |
| Returns for 3 years | 39.86 | 37.57 | 106% |
| Returns for 5 years | 1.67 | 36.72 | 5% |
| Returns for 10 years | 28.92 | 90.60 | 32% |
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