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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$23.71
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets1.53B
American Funds American Balanced R5E
Price$34.83
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
IBARX vs RLEFX Comparison Chart
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IBARX vs. RLEFX commentary
May 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 237B vs. IBARX (1.53B). RLEFX pays higher dividends than IBARX: RLEFX (2.17) vs IBARX (1.26). 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: 73.00 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 : 8.44 vs. RLEFX (5.45). RLEFX return over 5 years is better than : 38.97 vs. IBARX (12.03).
| 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 | 0.646 | 1.909 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 237B | 1% |
| Annual Yield % from dividends | 1.26 | 2.17 | 58% |
| Returns for 1 year | 8.44 | 5.45 | 155% |
| Returns for 3 years | 7.92 | 22.78 | 35% |
| Returns for 5 years | 12.03 | 38.97 | 31% |
| Returns for 10 years | 2.97 | N/A | - |
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