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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$25.00
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets1.6B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
IYBFX vs RLEFX Comparison Chart in %
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IYBFX vs. RLEFX commentary
Jul 27, 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: 254B vs. IYBFX (1.6B). RLEFX pays higher dividends than IYBFX: RLEFX (2.01) vs IYBFX (0.86). IYBFX was incepted earlier than RLEFX: IYBFX (13 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: 76.00 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 : 13.13 vs. RLEFX (10.46). RLEFX return over 5 years is better than : 40.77 vs. IYBFX (7.92).
| IYBFX | RLEFX | IYBFX / RLEFX | |
| Total Expense Ratio | 1.31 | 0.39 | 336% |
| Annual Report Gross Expense Ratio | 1.33 | 0.39 | 341% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 7.306 | 9.133 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 254B | 1% |
| Annual Yield % from dividends | 0.86 | 2.01 | 43% |
| Returns for 1 year | 13.13 | 10.46 | 125% |
| Returns for 3 years | 12.62 | 35.42 | 36% |
| Returns for 5 years | 7.92 | 40.77 | 19% |
| Returns for 10 years | 5.95 | N/A | - |
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