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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Delaware Ivy Balanced Fund Class R6
Price$23.80
Change+$0.20 (+0.85%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.37
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
IBARX vs RLBGX Comparison Chart
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IBARX vs. RLBGX commentary
Dec 24, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. IBARX (1.54B). 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 : 17.37 vs. RLBGX (10.59). RLBGX return over 5 years is better than : 31.87 vs. IBARX (3.99).
| 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 | 16.807 | 9.929 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 236B | 1% |
| Annual Yield % from dividends | 2.35 | 2.55 | 92% |
| Returns for 1 year | 17.37 | 10.59 | 164% |
| Returns for 3 years | -7.00 | 10.26 | -68% |
| Returns for 5 years | 3.99 | 31.87 | 13% |
| Returns for 10 years | 5.76 | 54.14 | 11% |