Interact to see
Advertisement
Advertisement
IBNCX vs RLEFX
IBNCX vs RLEFX Comparison
Open Charts IBNCX vs RLEFX
Macquarie Balanced Fund
Price$25.36
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
IBNCX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IBNCX vs. RLEFX commentary
Oct 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 IBNCX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. IBNCX (2.04B). RLEFX pays higher dividends than IBNCX: RLEFX (1.92) vs IBNCX (0.42). IBNCX was incepted earlier than RLEFX: IBNCX (22 years) vs RLEFX (10 years). IBNCX (1.84) is less costly to investors than RLEFX (0.39). IBNCX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than IBNCX: RLEFX (250) vs IBNCX (1000). RLEFX (8.94) and IBNCX (8.82) have marching annual gain over last year. RLEFX return over 5 years is better than : 43.26 vs. IBNCX (2.63).
| IBNCX | RLEFX | IBNCX / RLEFX | |
| Total Expense Ratio | 1.73 | 0.39 | 444% |
| Annual Report Gross Expense Ratio | 1.84 | 0.39 | 472% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 10.468 | 14.819 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 266B | 1% |
| Annual Yield % from dividends | 0.42 | 1.92 | 22% |
| Returns for 1 year | 8.82 | 8.94 | 99% |
| Returns for 3 years | 19.33 | 51.39 | 38% |
| Returns for 5 years | 2.63 | 43.26 | 6% |
| Returns for 10 years | 7.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement