Interact to see
Advertisement
Advertisement
IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$25.88
Change-$0.09 (-0.35%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R5E
Price$38.36
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
IBARX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBARX vs. RLEFX commentary
Sep 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 IBARX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. IBARX (2.06B). RLEFX pays higher dividends than IBARX: RLEFX (1.97) vs IBARX (1.23). IBARX was incepted earlier than RLEFX: IBARX (11 years) vs RLEFX (10 years). IBARX (0.78) is less costly to investors than RLEFX (0.39). IBARX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). 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 : 11.35 vs. RLEFX (8.33). RLEFX return over 5 years is better than : 45.28 vs. IBARX (13.36).
| IBARX | RLEFX | IBARX / RLEFX | |
| Total Expense Ratio | 0.72 | 0.39 | 185% |
| Annual Report Gross Expense Ratio | 0.78 | 0.39 | 200% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 11.120 | 12.993 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 263B | 1% |
| Annual Yield % from dividends | 1.23 | 1.97 | 63% |
| Returns for 1 year | 11.35 | 8.33 | 136% |
| Returns for 3 years | 25.47 | 51.25 | 50% |
| Returns for 5 years | 13.36 | 45.28 | 30% |
| Returns for 10 years | 25.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement