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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$25.83
Change-$0.32 (-1.22%)
VolumeN/A
Net Assets2.02B
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
IYBFX vs RLEFX Comparison Chart in %
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IYBFX vs. RLEFX commentary
Nov 14, 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: 269B vs. IYBFX (2.02B). RLEFX pays higher dividends than IYBFX: RLEFX (1.89) vs IYBFX (0.75). 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 (8.96) and IYBFX (8.64) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.71 vs. IYBFX (2.88).
| 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 | 11.050 | 14.996 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.02B | 269B | 1% |
| Annual Yield % from dividends | 0.75 | 1.89 | 40% |
| Returns for 1 year | 8.64 | 8.96 | 96% |
| Returns for 3 years | 16.59 | 43.39 | 38% |
| Returns for 5 years | 2.88 | 40.71 | 7% |
| Returns for 10 years | 10.42 | N/A | - |
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