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IBNYX vs RLEFX
IBNYX vs RLEFX Comparison
Open Charts IBNYX vs RLEFX
Macquarie Balanced Fund
Price$24.10
Change-$0.25 (-1.03%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IBNYX vs RLEFX Comparison Chart
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IBNYX 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 IBNYX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. IBNYX (1.55B). RLEFX pays higher dividends than IBNYX: RLEFX (2.09) vs IBNYX (0.96). IBNYX was incepted earlier than RLEFX: IBNYX (22 years) vs RLEFX (10 years). IBNYX (1.08) is less costly to investors than RLEFX (0.39). IBNYX is a more actively managed with annual turnover of: 73.00 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 : 8.28 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. IBNYX (8.69).
| IBNYX | RLEFX | IBNYX / RLEFX | |
| Total Expense Ratio | 1.06 | 0.39 | 272% |
| Annual Report Gross Expense Ratio | 1.08 | 0.39 | 277% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 2.596 | 4.524 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 0.96 | 2.09 | 46% |
| Returns for 1 year | 8.28 | 5.49 | 151% |
| Returns for 3 years | 12.82 | 33.28 | 39% |
| Returns for 5 years | 8.69 | 39.46 | 22% |
| Returns for 10 years | 1.83 | N/A | - |