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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$22.42
Change-$0.45 (-1.97%)
VolumeN/A
Net Assets1.44B
American Funds American Balanced R5E
Price$32.73
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
IBARX vs RLEFX Comparison Chart
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IBARX vs. RLEFX commentary
Apr 11, 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: 229B vs. IBARX (1.44B). RLEFX pays higher dividends than IBARX: RLEFX (2.16) vs IBARX (1.25). IBARX was incepted earlier than RLEFX: IBARX (11 years) vs RLEFX (9 years). IBARX (0.78) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IBARX (73.00). 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 : 6.87 vs. RLEFX (2.52). RLEFX return over 5 years is better than : 37.90 vs. IBARX (13.57).
| IBARX | RLEFX | IBARX / RLEFX | |
| Total Expense Ratio | 0.72 | 0.40 | 180% |
| Annual Report Gross Expense Ratio | 0.78 | 0.40 | 195% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | -2.920 | -2.158 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 229B | 1% |
| Annual Yield % from dividends | 1.25 | 2.16 | 58% |
| Returns for 1 year | 6.87 | 2.52 | 272% |
| Returns for 3 years | -3.52 | 11.94 | -29% |
| Returns for 5 years | 13.57 | 37.90 | 36% |
| Returns for 10 years | -1.44 | N/A | - |
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