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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$25.75
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets1.98B
American Funds American Balanced R5E
Price$38.78
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
IBARX vs RLEFX Comparison Chart in %
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IBARX vs. RLEFX commentary
Nov 20, 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 (1.98B). RLEFX pays higher dividends than IBARX: RLEFX (1.89) vs IBARX (1.14). 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). RLEFX (9.19) and IBARX (8.80) have marching annual gain over last year. RLEFX return over 5 years is better than : 39.92 vs. IBARX (4.86).
| 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 | 10.178 | 14.230 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 263B | 1% |
| Annual Yield % from dividends | 1.14 | 1.89 | 60% |
| Returns for 1 year | 8.80 | 9.19 | 96% |
| Returns for 3 years | 16.84 | 41.75 | 40% |
| Returns for 5 years | 4.86 | 39.92 | 12% |
| Returns for 10 years | 14.19 | 73.11 | 19% |
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