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IYBIX vs RLEFX
IYBIX vs RLEFX Comparison
Open Charts IYBIX vs RLEFX
Macquarie Balanced Fund
Price$25.17
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
IYBIX vs RLEFX Comparison Chart in %
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IYBIX vs. RLEFX commentary
Jul 27, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B 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: 76.00 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 : 13.68 vs. RLEFX (10.46). RLEFX return over 5 years is better than : 40.77 vs. IYBIX (10.18).
| 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 | 7.650 | 9.133 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 1.20 | 2.01 | 60% |
| Returns for 1 year | 13.68 | 10.46 | 131% |
| Returns for 3 years | 14.01 | 35.42 | 40% |
| Returns for 5 years | 10.18 | 40.77 | 25% |
| Returns for 10 years | 10.03 | N/A | - |