Interact to see
Advertisement
Advertisement
IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$25.77
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.05B
American Funds American Balanced R5E
Price$38.52
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets262.75B
IYBFX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYBFX vs. RLEFX commentary
Sep 30, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. IYBFX (2.05B). RLEFX pays higher dividends than IYBFX: RLEFX (1.97) vs IYBFX (0.85). 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 : 10.21 vs. RLEFX (8.37). RLEFX return over 5 years is better than : 44.38 vs. IYBFX (8.10).
| 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 | 10.491 | 13.317 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 263B | 1% |
| Annual Yield % from dividends | 0.85 | 1.97 | 43% |
| Returns for 1 year | 10.21 | 8.37 | 122% |
| Returns for 3 years | 23.76 | 52.60 | 45% |
| Returns for 5 years | 8.10 | 44.38 | 18% |
| Returns for 10 years | 14.52 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement