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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Nomura Balanced Fund
Price$25.74
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets1.99B
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
IYBFX vs RLEFX Comparison Chart in %
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IYBFX vs. RLEFX commentary
Feb 04, 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 (1.99B). RLEFX pays higher dividends than IYBFX: RLEFX (2.06) vs IYBFX (0.81). 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 : 11.56 vs. IYBFX (8.06). RLEFX return over 5 years is better than : 36.72 vs. IYBFX (1.23).
| 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 | 0.862 | 2.483 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.99B | 270B | 1% |
| Annual Yield % from dividends | 0.81 | 2.06 | 40% |
| Returns for 1 year | 8.06 | 11.56 | 70% |
| Returns for 3 years | 39.68 | 37.57 | 106% |
| Returns for 5 years | 1.23 | 36.72 | 3% |
| Returns for 10 years | 26.23 | 90.60 | 29% |
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