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IBNCX vs RLEFX
IBNCX vs RLEFX Comparison
Open Charts IBNCX vs RLEFX
Macquarie Balanced Fund
Price$24.43
Change+$0.12 (+0.49%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
IBNCX vs RLEFX Comparison Chart in %
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IBNCX vs. RLEFX commentary
Jul 07, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B 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: 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 : 11.27 vs. RLEFX (8.07). RLEFX return over 5 years is better than : 42.56 vs. IBNCX (6.93).
| 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 | 6.362 | 8.164 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 0.50 | 2.01 | 25% |
| Returns for 1 year | 11.27 | 8.07 | 140% |
| Returns for 3 years | 11.81 | 35.76 | 33% |
| Returns for 5 years | 6.93 | 42.56 | 16% |
| Returns for 10 years | 0.90 | N/A | - |
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