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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$22.22
Change-$0.10 (-0.45%)
VolumeN/A
Net Assets1.41B
American Funds American Balanced R5E
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
IYBFX vs RLEFX Comparison Chart
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IYBFX vs. RLEFX commentary
Apr 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 IYBFX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. IYBFX (1.41B). RLEFX pays higher dividends than IYBFX: RLEFX (2.16) vs IYBFX (0.84). IYBFX was incepted earlier than RLEFX: IYBFX (12 years) vs RLEFX (9 years). IYBFX (1.33) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (73.00). 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 : 6.20 vs. RLEFX (2.75). RLEFX return over 5 years is better than : 32.76 vs. IYBFX (5.75).
| IYBFX | RLEFX | IYBFX / RLEFX | |
| Total Expense Ratio | 1.31 | 0.40 | 328% |
| Annual Report Gross Expense Ratio | 1.33 | 0.40 | 333% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -4.963 | -3.650 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 225B | 1% |
| Annual Yield % from dividends | 0.84 | 2.16 | 39% |
| Returns for 1 year | 6.20 | 2.75 | 226% |
| Returns for 3 years | -6.51 | 10.47 | -62% |
| Returns for 5 years | 5.75 | 32.76 | 18% |
| Returns for 10 years | -8.28 | N/A | - |