Interact to see
Advertisement
Advertisement
IBNYX vs RLEFX
IBNYX vs RLEFX Comparison
Open Charts IBNYX vs RLEFX
Macquarie Balanced Fund
Price$25.94
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
IBNYX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBNYX vs. RLEFX commentary
Oct 21, 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 IBNYX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. IBNYX (2.04B). RLEFX pays higher dividends than IBNYX: RLEFX (1.92) vs IBNYX (0.89). IBNYX was incepted earlier than RLEFX: IBNYX (22 years) vs RLEFX (10 years). IBNYX (1.09) is less costly to investors than RLEFX (0.39). IBNYX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). IBNYX has a lower initial minimum investment than RLEFX: IBNYX (0) vs RLEFX (250). IBNYX annual gain was more profitable for investors over the last year : 9.62 vs. RLEFX (8.94). RLEFX return over 5 years is better than : 43.26 vs. IBNYX (6.48).
| IBNYX | RLEFX | IBNYX / RLEFX | |
| Total Expense Ratio | 0.98 | 0.39 | 251% |
| Annual Report Gross Expense Ratio | 1.09 | 0.39 | 279% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 11.111 | 14.819 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 266B | 1% |
| Annual Yield % from dividends | 0.89 | 1.92 | 47% |
| Returns for 1 year | 9.62 | 8.94 | 108% |
| Returns for 3 years | 22.63 | 51.39 | 44% |
| Returns for 5 years | 6.48 | 43.26 | 15% |
| Returns for 10 years | 13.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement