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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Macquarie Balanced Fund Class R6
Price$25.07
Change+$0.13 (+0.52%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
IBARX vs RLEFX Comparison Chart in %
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IBARX vs. RLEFX commentary
Jul 05, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. IBARX (1.6B). RLEFX pays higher dividends than IBARX: RLEFX (2.01) 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: 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 : 12.50 vs. RLEFX (8.07). RLEFX return over 5 years is better than : 42.56 vs. IBARX (13.42).
| 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 | 6.941 | 8.164 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 252B | 1% |
| Annual Yield % from dividends | 1.26 | 2.01 | 62% |
| Returns for 1 year | 12.50 | 8.07 | 155% |
| Returns for 3 years | 16.19 | 35.76 | 45% |
| Returns for 5 years | 13.42 | 42.56 | 32% |
| Returns for 10 years | 10.70 | N/A | - |
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