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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$25.79
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
IYBFX vs RLEFX Comparison Chart in %
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IYBFX vs. RLEFX commentary
Oct 19, 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 IYBFX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. IYBFX (2.04B). RLEFX pays higher dividends than IYBFX: RLEFX (1.92) vs IYBFX (0.76). 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). IYBFX (9.34) and RLEFX (8.94) have marching annual gain over last year. RLEFX return over 5 years is better than : 43.26 vs. IYBFX (5.33).
| 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 | 10.878 | 14.819 | 73% |
| 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 | 0.76 | 1.92 | 40% |
| Returns for 1 year | 9.34 | 8.94 | 104% |
| Returns for 3 years | 21.65 | 51.39 | 42% |
| Returns for 5 years | 5.33 | 43.26 | 12% |
| Returns for 10 years | 11.14 | N/A | - |
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