Interact to see
Advertisement
Advertisement
IBNCX vs RLEFX
IBNCX vs RLEFX Comparison
Open Charts IBNCX vs RLEFX
Macquarie Balanced Fund
Price$24.58
Change+$0.08 (+0.33%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
IBNCX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBNCX vs. RLEFX commentary
Jul 28, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. IBNCX (1.6B). RLEFX pays higher dividends than IBNCX: RLEFX (2.01) vs IBNCX (0.50). 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: 76.00 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 : 12.51 vs. RLEFX (10.46). RLEFX return over 5 years is better than : 40.77 vs. IBNCX (5.21).
| 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 | 7.015 | 9.133 | 77% |
| Front Load | N/A | 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 | 0.50 | 2.01 | 25% |
| Returns for 1 year | 12.51 | 10.46 | 120% |
| Returns for 3 years | 10.47 | 35.42 | 30% |
| Returns for 5 years | 5.21 | 40.77 | 13% |
| Returns for 10 years | 2.05 | N/A | - |