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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Delaware Ivy Balanced Fund Class R6
Price$24.24
Change+$0.16 (+0.66%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.89
Change+$0.22 (+0.60%)
VolumeN/A
CapitalizationN/A
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IBARX vs RLBGX Comparison Chart
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IBARX vs. RLBGX commentary
Nov 08, 2024
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 IBARX is a Buy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX pays higher dividends than IBARX: RLBGX (2.55) vs IBARX (2.35). IBARX was incepted earlier than RLBGX: IBARX (10 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IBARX (82.00). IBARX has a lower initial minimum investment than RLBGX: IBARX (0) vs RLBGX (250). IBARX annual gain was more profitable for investors over the last year : 29.61 vs. RLBGX (26.12). RLBGX return over 5 years is better than : 40.83 vs. IBARX (2.71).
| IBARX | RLBGX | IBARX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 18.966 | 16.662 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | N/A | - |
| Annual Yield % from dividends | 2.35 | 2.55 | 92% |
| Returns for 1 year | 29.61 | 26.12 | 113% |
| Returns for 3 years | -16.23 | 13.51 | -120% |
| Returns for 5 years | 2.71 | 40.83 | 7% |
| Returns for 10 years | 6.14 | 57.62 | 11% |
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