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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Nomura Balanced Fund
Price$25.90
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets2B
American Funds American Balanced R5E
Price$38.33
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
IYBFX vs RLEFX Comparison Chart in %
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IYBFX vs. RLEFX commentary
Jan 15, 2026
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 IYBFX is a Buy and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. IYBFX (2B). RLEFX pays higher dividends than IYBFX: RLEFX (2.11) vs IYBFX (0.82). IYBFX was incepted earlier than RLEFX: IYBFX (13 years) vs RLEFX (10 years). IYBFX (1.34) is less costly to investors than RLEFX (0.39). IYBFX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). IYBFX has a lower initial minimum investment than RLEFX: IYBFX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 14.48 vs. IYBFX (11.76). RLEFX return over 5 years is better than : 37.80 vs. IYBFX (2.56).
| IYBFX | RLEFX | IYBFX / RLEFX | |
| Total Expense Ratio | 1.23 | 0.39 | 315% |
| Annual Report Gross Expense Ratio | 1.34 | 0.39 | 344% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 1.489 | 2.350 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 270B | 1% |
| Annual Yield % from dividends | 0.82 | 2.11 | 39% |
| Returns for 1 year | 11.76 | 14.48 | 81% |
| Returns for 3 years | 43.63 | 38.59 | 113% |
| Returns for 5 years | 2.56 | 37.80 | 7% |
| Returns for 10 years | 25.57 | 91.53 | 28% |
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