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IBNYX vs RLEFX
IBNYX vs RLEFX Comparison
Open Charts IBNYX vs RLEFX
Macquarie Balanced Fund
Price$25.65
Change+$0.05 (+0.20%)
VolumeN/A
Net Assets1.98B
American Funds American Balanced R5E
Price$38.78
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
IBNYX vs RLEFX Comparison Chart in %
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IBNYX vs. RLEFX commentary
Nov 20, 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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. IBNYX (1.98B). RLEFX pays higher dividends than IBNYX: RLEFX (1.89) vs IBNYX (0.88). IBNYX was incepted earlier than RLEFX: IBNYX (22 years) vs RLEFX (10 years). IBNYX (1.09) 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). RLEFX annual gain was more profitable for investors over the last year : 9.19 vs. IBNYX (8.44). RLEFX return over 5 years is better than : 39.92 vs. IBNYX (2.57).
| IBNYX | RLEFX | IBNYX / RLEFX | |
| Total Expense Ratio | 0.98 | 0.39 | 251% |
| Annual Report Gross Expense Ratio | 1.09 | 0.39 | 279% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 9.868 | 14.230 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 263B | 1% |
| Annual Yield % from dividends | 0.88 | 1.89 | 47% |
| Returns for 1 year | 8.44 | 9.19 | 92% |
| Returns for 3 years | 15.59 | 41.75 | 37% |
| Returns for 5 years | 2.57 | 39.92 | 6% |
| Returns for 10 years | 10.30 | 73.11 | 14% |
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