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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$23.90
Change+$0.15 (+0.63%)
VolumeN/A
Net Assets1.55B
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
IYBFX vs RLEFX Comparison Chart
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IYBFX vs. RLEFX commentary
Jan 19, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. IYBFX (1.55B). 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 : 18.18 vs. RLEFX (12.49). RLEFX return over 5 years is better than : 30.88 vs. IYBFX (-0.27).
| 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 | 1.919 | 1.953 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 240B | 1% |
| Annual Yield % from dividends | 1.86 | 2.42 | 77% |
| Returns for 1 year | 18.18 | 12.49 | 146% |
| Returns for 3 years | -4.55 | 12.81 | -36% |
| Returns for 5 years | -0.27 | 30.88 | -1% |
| Returns for 10 years | 3.61 | N/A | - |