Interact to see
Advertisement
Advertisement
IYBIX vs RLEFX
IYBIX vs RLEFX Comparison
Open Charts IYBIX vs RLEFX
Macquarie Balanced Fund
Price$24.14
Change-$0.24 (-0.98%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IYBIX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IYBIX vs. RLEFX commentary
Jun 16, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. IYBIX (1.55B). RLEFX pays higher dividends than IYBIX: RLEFX (2.09) vs IYBIX (1.15). 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 : 8.58 vs. RLEFX (5.49). RLEFX return over 5 years is better than : 39.46 vs. IYBIX (9.70).
| 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 | 2.759 | 4.524 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 244B | 1% |
| Annual Yield % from dividends | 1.15 | 2.09 | 55% |
| Returns for 1 year | 8.58 | 5.49 | 156% |
| Returns for 3 years | 13.55 | 33.28 | 41% |
| Returns for 5 years | 9.70 | 39.46 | 25% |
| Returns for 10 years | 3.47 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement