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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Macquarie Balanced Fund
Price$25.58
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets2B
American Funds American Balanced R5E
Price$38.68
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
IBNAX vs RLEFX Comparison Chart in %
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IBNAX vs. RLEFX commentary
Nov 19, 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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 264B vs. IBNAX (2B). RLEFX pays higher dividends than IBNAX: RLEFX (1.89) vs IBNAX (0.95). IBNAX was incepted earlier than RLEFX: IBNAX (38 years) vs RLEFX (10 years). IBNAX (1.09) 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). RLEFX annual gain was more profitable for investors over the last year : 9.02 vs. IBNAX (8.54). RLEFX return over 5 years is better than : 39.18 vs. IBNAX (2.47).
| IBNAX | RLEFX | IBNAX / RLEFX | |
| Total Expense Ratio | 0.98 | 0.39 | 251% |
| Annual Report Gross Expense Ratio | 1.09 | 0.39 | 279% |
| Fund Existence | 38 years | 10 years | - |
| Gain YTD | 9.688 | 13.936 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 264B | 1% |
| Annual Yield % from dividends | 0.95 | 1.89 | 50% |
| Returns for 1 year | 8.54 | 9.02 | 95% |
| Returns for 3 years | 15.45 | 41.38 | 37% |
| Returns for 5 years | 2.47 | 39.18 | 6% |
| Returns for 10 years | 10.59 | 72.67 | 15% |
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