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IBARX vs RLBGX
IBARX vs RLBGX Comparison
Open Charts IBARX vs RLBGX
Delaware Ivy Balanced Fund Class R6
Price$23.57
Change-$0.13 (-0.55%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.14
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
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IBARX vs RLBGX Comparison Chart
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IBARX vs. RLBGX commentary
Sep 21, 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 StrongSell and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. IBARX (1.58B). RLBGX pays higher dividends than IBARX: RLBGX (2.55) vs IBARX (2.35). IBARX was incepted earlier than RLBGX: IBARX (10 years) vs RLBGX (15 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 : 23.33 vs. RLBGX (21.42). RLBGX return over 5 years is better than : 39.44 vs. IBARX (1.90).
| IBARX | RLBGX | IBARX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 14.491 | 13.026 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 236B | 1% |
| Annual Yield % from dividends | 2.35 | 2.55 | 92% |
| Returns for 1 year | 23.33 | 21.42 | 109% |
| Returns for 3 years | -15.84 | 13.20 | -120% |
| Returns for 5 years | 1.90 | 39.44 | 5% |
| Returns for 10 years | 2.58 | 53.66 | 5% |
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