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IYBIX vs RLEFX
IYBIX vs RLEFX Comparison
Open Charts IYBIX vs RLEFX
Macquarie Balanced Fund
Price$25.00
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
IYBIX vs RLEFX Comparison Chart in %
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IYBIX vs. RLEFX commentary
Jul 06, 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 IYBIX is a StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. IYBIX (1.6B). RLEFX pays higher dividends than IYBIX: RLEFX (2.01) vs IYBIX (1.20). IYBIX was incepted earlier than RLEFX: IYBIX (18 years) vs RLEFX (10 years). IYBIX (0.83) is less costly to investors than RLEFX (0.39). IYBIX is a more actively managed with annual turnover of: 73.00 vs. RLEFX (44.00). IYBIX has a lower initial minimum investment than RLEFX: IYBIX (0) vs RLEFX (250). IYBIX annual gain was more profitable for investors over the last year : 12.42 vs. RLEFX (8.07). RLEFX return over 5 years is better than : 42.56 vs. IYBIX (11.93).
| IYBIX | RLEFX | IYBIX / RLEFX | |
| Total Expense Ratio | 0.81 | 0.39 | 208% |
| Annual Report Gross Expense Ratio | 0.83 | 0.39 | 213% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 6.923 | 8.164 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 1.20 | 2.01 | 60% |
| Returns for 1 year | 12.42 | 8.07 | 154% |
| Returns for 3 years | 15.39 | 35.76 | 43% |
| Returns for 5 years | 11.93 | 42.56 | 28% |
| Returns for 10 years | 8.77 | N/A | - |
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