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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$23.25
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets1.52B
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
IYBFX vs RLEFX Comparison Chart
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IYBFX vs. RLEFX commentary
May 09, 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: 234B vs. IYBFX (1.53B). RLEFX pays higher dividends than IYBFX: RLEFX (2.17) vs IYBFX (0.85). IYBFX was incepted earlier than RLEFX: IYBFX (12 years) vs RLEFX (9 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 : 7.95 vs. RLEFX (4.93). RLEFX return over 5 years is better than : 37.87 vs. IYBFX (8.47).
| 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 | 9 years | - |
| Gain YTD | -0.558 | 0.504 | -111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 234B | 1% |
| Annual Yield % from dividends | 0.85 | 2.17 | 39% |
| Returns for 1 year | 7.95 | 4.93 | 161% |
| Returns for 3 years | 5.28 | 22.44 | 24% |
| Returns for 5 years | 8.47 | 37.87 | 22% |
| Returns for 10 years | -3.62 | N/A | - |
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