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IBNCX vs RLEFX
IBNCX vs RLEFX Comparison
Open Charts IBNCX vs RLEFX
Macquarie Balanced Fund
Price$23.55
Change-$0.24 (-1.01%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IBNCX vs RLEFX Comparison Chart
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IBNCX vs. RLEFX commentary
Jun 16, 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 IBNCX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. IBNCX (1.55B). RLEFX pays higher dividends than IBNCX: RLEFX (2.09) vs IBNCX (0.43). IBNCX was incepted earlier than RLEFX: IBNCX (22 years) vs RLEFX (10 years). IBNCX (1.83) is less costly to investors than RLEFX (0.39). IBNCX is a more actively managed with annual turnover of: 73.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than IBNCX: RLEFX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 7.48 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. IBNCX (4.80).
| IBNCX | RLEFX | IBNCX / RLEFX | |
| Total Expense Ratio | 1.81 | 0.39 | 464% |
| Annual Report Gross Expense Ratio | 1.83 | 0.39 | 469% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 2.295 | 4.524 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 0.43 | 2.09 | 21% |
| Returns for 1 year | 7.48 | 5.49 | 136% |
| Returns for 3 years | 10.10 | 33.28 | 30% |
| Returns for 5 years | 4.80 | 39.46 | 12% |
| Returns for 10 years | -3.98 | N/A | - |
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