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IBNYX vs RLEFX
IBNYX vs RLEFX Comparison
Open Charts IBNYX vs RLEFX
Macquarie Balanced Fund
Price$25.14
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
IBNYX vs RLEFX Comparison Chart in %
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IBNYX 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 IBNYX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. IBNYX (1.6B). RLEFX pays higher dividends than IBNYX: RLEFX (2.01) vs IBNYX (1.01). 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: 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 : 13.37 vs. RLEFX (10.46). RLEFX return over 5 years is better than : 40.77 vs. IBNYX (9.15).
| 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 | 7.462 | 9.133 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 1.01 | 2.01 | 50% |
| Returns for 1 year | 13.37 | 10.46 | 128% |
| Returns for 3 years | 13.26 | 35.42 | 37% |
| Returns for 5 years | 9.15 | 40.77 | 22% |
| Returns for 10 years | 8.26 | N/A | - |