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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$24.01
Change-$0.04 (-0.17%)
VolumeN/A
Net Assets1.56B
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
IYBFX vs RLEFX Comparison Chart
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IYBFX vs. RLEFX commentary
Jun 06, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. IYBFX (1.56B). RLEFX pays higher dividends than IYBFX: RLEFX (2.09) vs IYBFX (0.82). IYBFX was incepted earlier than RLEFX: IYBFX (12 years) vs RLEFX (10 years). IYBFX (1.33) is less costly to investors than RLEFX (0.39). IYBFX is a more actively managed with annual turnover of: 73.00 vs. RLEFX (44.00). 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 : 9.25 vs. RLEFX (7.16). RLEFX return over 5 years is better than : 35.68 vs. IYBFX (3.96).
| IYBFX | RLEFX | IYBFX / RLEFX | |
| Total Expense Ratio | 1.31 | 0.39 | 336% |
| Annual Report Gross Expense Ratio | 1.33 | 0.39 | 341% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.864 | 4.659 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 244B | 1% |
| Annual Yield % from dividends | 0.82 | 2.09 | 39% |
| Returns for 1 year | 9.25 | 7.16 | 129% |
| Returns for 3 years | 5.04 | 23.58 | 21% |
| Returns for 5 years | 3.96 | 35.68 | 11% |
| Returns for 10 years | 0.32 | N/A | - |