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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Macquarie Balanced Fund
Price$26.01
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R5E
Price$38.93
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
IBNAX vs RLEFX Comparison Chart in %
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IBNAX vs. RLEFX commentary
Oct 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 IBNAX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 267B vs. IBNAX (2.06B). RLEFX pays higher dividends than IBNAX: RLEFX (1.92) vs IBNAX (0.96). IBNAX was incepted earlier than RLEFX: IBNAX (38 years) vs RLEFX (10 years). IBNAX (1.08) is less costly to investors than RLEFX (0.39). IBNAX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than IBNAX: RLEFX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 11.30 vs. RLEFX (9.28). RLEFX return over 5 years is better than : 43.13 vs. IBNAX (8.08).
| IBNAX | RLEFX | IBNAX / RLEFX | |
| Total Expense Ratio | 1.06 | 0.39 | 272% |
| Annual Report Gross Expense Ratio | 1.08 | 0.39 | 277% |
| Fund Existence | 38 years | 10 years | - |
| Gain YTD | 11.532 | 14.672 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 267B | 1% |
| Annual Yield % from dividends | 0.96 | 1.92 | 50% |
| Returns for 1 year | 11.30 | 9.28 | 122% |
| Returns for 3 years | 24.61 | 53.10 | 46% |
| Returns for 5 years | 8.08 | 43.13 | 19% |
| Returns for 10 years | 15.36 | N/A | - |
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