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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$23.95
Change-$0.24 (-0.99%)
VolumeN/A
Net Assets1.54B
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
IYBFX vs RLEFX Comparison Chart
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IYBFX vs. RLEFX commentary
Feb 23, 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 IYBFX is a Buy and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. IYBFX (1.54B). RLEFX pays higher dividends than IYBFX: RLEFX (2.42) vs IYBFX (1.86). IYBFX was incepted earlier than RLEFX: IYBFX (12 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than RLEFX: IYBFX (0) vs RLEFX (250). IYBFX annual gain was more profitable for investors over the last year : 13.26 vs. RLEFX (9.42). RLEFX return over 5 years is better than : 31.16 vs. IYBFX (0.55).
| IYBFX | RLEFX | IYBFX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 2.132 | 2.915 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 242B | 1% |
| Annual Yield % from dividends | 1.86 | 2.42 | 77% |
| Returns for 1 year | 13.26 | 9.42 | 141% |
| Returns for 3 years | -1.25 | 18.08 | -7% |
| Returns for 5 years | 0.55 | 31.16 | 2% |
| Returns for 10 years | -1.55 | N/A | - |