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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Macquarie Balanced Fund
Price$25.90
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets2.07B
American Funds American Balanced R5E
Price$38.49
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets263.25B
IBNAX vs RLEFX Comparison Chart in %
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IBNAX vs. RLEFX commentary
Sep 18, 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: 263B vs. IBNAX (2.07B). RLEFX pays higher dividends than IBNAX: RLEFX (1.97) vs IBNAX (1.00). 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 : 12.01 vs. RLEFX (9.82). RLEFX return over 5 years is better than : 44.46 vs. IBNAX (10.33).
| 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 | 10.903 | 13.376 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 263B | 1% |
| Annual Yield % from dividends | 1.00 | 1.97 | 51% |
| Returns for 1 year | 12.01 | 9.82 | 122% |
| Returns for 3 years | 18.89 | 44.06 | 43% |
| Returns for 5 years | 10.33 | 44.46 | 23% |
| Returns for 10 years | 17.03 | N/A | - |
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