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IBNYX vs RLEFX
IBNYX vs RLEFX Comparison
Open Charts IBNYX vs RLEFX
Macquarie Balanced Fund
Price$25.94
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
IBNYX vs RLEFX Comparison Chart in %
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IBNYX vs. RLEFX commentary
Oct 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 IBNYX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 265B vs. IBNYX (2.04B). RLEFX pays higher dividends than IBNYX: RLEFX (1.92) vs IBNYX (0.89). 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). IBNYX annual gain was more profitable for investors over the last year : 9.33 vs. RLEFX (8.83). RLEFX return over 5 years is better than : 43.12 vs. IBNYX (6.19).
| 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 | 10.811 | 14.702 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 265B | 1% |
| Annual Yield % from dividends | 0.89 | 1.92 | 47% |
| Returns for 1 year | 9.33 | 8.83 | 106% |
| Returns for 3 years | 22.30 | 51.24 | 44% |
| Returns for 5 years | 6.19 | 43.12 | 14% |
| Returns for 10 years | 13.39 | N/A | - |
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