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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$24.51
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets1.57B
American Funds American Balanced R5E
Price$35.47
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
IBARX vs RLEFX Comparison Chart
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IBARX vs. RLEFX commentary
Jan 25, 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 IBARX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. IBARX (1.57B). RLEFX (2.42) and IBARX (2.35) have matching dividends . IBARX was incepted earlier than RLEFX: IBARX (10 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IBARX (82.00). IBARX has a lower initial minimum investment than RLEFX: IBARX (0) vs RLEFX (250). IBARX annual gain was more profitable for investors over the last year : 19.32 vs. RLEFX (12.82). RLEFX return over 5 years is better than : 33.21 vs. IBARX (6.10).
| IBARX | RLEFX | IBARX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 3.593 | 3.411 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 243B | 1% |
| Annual Yield % from dividends | 2.35 | 2.42 | 97% |
| Returns for 1 year | 19.32 | 12.82 | 151% |
| Returns for 3 years | 0.54 | 16.64 | 3% |
| Returns for 5 years | 6.10 | 33.21 | 18% |
| Returns for 10 years | 9.27 | N/A | - |