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IBNYX vs RLEFX
IBNYX vs RLEFX Comparison
Open Charts IBNYX vs RLEFX
Macquarie Balanced Fund
Price$25.98
Change+$0.13 (+0.50%)
VolumeN/A
Net Assets2.06B
American Funds American Balanced R5E
Price$38.60
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets263.06B
IBNYX vs RLEFX Comparison Chart in %
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IBNYX vs. RLEFX commentary
Sep 16, 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 IBNYX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. IBNYX (2.06B). RLEFX pays higher dividends than IBNYX: RLEFX (1.97) vs IBNYX (0.99). IBNYX was incepted earlier than RLEFX: IBNYX (22 years) vs RLEFX (10 years). IBNYX (1.08) is less costly to investors than RLEFX (0.39). IBNYX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). IBNYX has a lower initial minimum investment than RLEFX: IBNYX (0) vs RLEFX (250). IBNYX annual gain was more profitable for investors over the last year : 12.61 vs. RLEFX (10.54). RLEFX return over 5 years is better than : 44.34 vs. IBNYX (9.04).
| IBNYX | RLEFX | IBNYX / RLEFX | |
| Total Expense Ratio | 1.06 | 0.39 | 272% |
| Annual Report Gross Expense Ratio | 1.08 | 0.39 | 277% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 10.497 | 13.273 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 263B | 1% |
| Annual Yield % from dividends | 0.99 | 1.97 | 50% |
| Returns for 1 year | 12.61 | 10.54 | 120% |
| Returns for 3 years | 16.81 | 43.02 | 39% |
| Returns for 5 years | 9.04 | 44.34 | 20% |
| Returns for 10 years | 15.24 | N/A | - |
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