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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$26.04
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
IBARX vs RLEFX Comparison Chart in %
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IBARX vs. RLEFX commentary
Oct 19, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 265B vs. IBARX (2.04B). RLEFX pays higher dividends than IBARX: RLEFX (1.92) vs IBARX (1.15). IBARX was incepted earlier than RLEFX: IBARX (11 years) vs RLEFX (10 years). IBARX (0.75) 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 : 9.73 vs. RLEFX (8.83). RLEFX return over 5 years is better than : 43.12 vs. IBARX (8.60).
| IBARX | RLEFX | IBARX / RLEFX | |
| Total Expense Ratio | 0.65 | 0.39 | 167% |
| Annual Report Gross Expense Ratio | 0.75 | 0.39 | 192% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 11.120 | 14.702 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 265B | 1% |
| Annual Yield % from dividends | 1.15 | 1.92 | 60% |
| Returns for 1 year | 9.73 | 8.83 | 110% |
| Returns for 3 years | 23.65 | 51.24 | 46% |
| Returns for 5 years | 8.60 | 43.12 | 20% |
| Returns for 10 years | 17.48 | N/A | - |
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