Interact to see
Advertisement
Advertisement
IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Macquarie Balanced Fund
Price$25.45
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets2B
American Funds American Balanced R5E
Price$38.68
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
IYBFX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IYBFX vs. RLEFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 264B vs. IYBFX (2B). RLEFX pays higher dividends than IYBFX: RLEFX (1.89) vs IYBFX (0.75). IYBFX was incepted earlier than RLEFX: IYBFX (13 years) vs RLEFX (10 years). IYBFX (1.34) 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). RLEFX annual gain was more profitable for investors over the last year : 9.02 vs. IYBFX (8.26). RLEFX return over 5 years is better than : 39.18 vs. IYBFX (0.87).
| IYBFX | RLEFX | IYBFX / RLEFX | |
| Total Expense Ratio | 1.23 | 0.39 | 315% |
| Annual Report Gross Expense Ratio | 1.34 | 0.39 | 344% |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 9.416 | 13.936 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2B | 264B | 1% |
| Annual Yield % from dividends | 0.75 | 1.89 | 40% |
| Returns for 1 year | 8.26 | 9.02 | 92% |
| Returns for 3 years | 14.47 | 41.38 | 35% |
| Returns for 5 years | 0.87 | 39.18 | 2% |
| Returns for 10 years | 7.64 | 72.67 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement