IBARX
Price
$24.24
Change
+$0.16 (+0.66%)
Updated
Nov 7 closing price
RLEFX
Price
$36.84
Change
+$0.23 (+0.63%)
Updated
Nov 7 closing price
Ad is loading...

IBARX vs RLEFX

Header iconIBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFXBanner chart's image
Delaware Ivy Balanced Fund Class R6
Price$24.24
Change+$0.16 (+0.66%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.84
Change+$0.23 (+0.63%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
IBARX vs RLEFX Comparison Chart
Loading...
VS
IBARX vs. RLEFX 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 RLEFX is a StrongBuy.

FUNDAMENTALS
Fundamentals
RLEFX (2.42) and IBARX (2.35) have matching dividends . IBARX was incepted earlier than RLEFX: IBARX (10 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IBARX (82.00). IBARX has a lower initial minimum investment than RLEFX: IBARX (0) vs RLEFX (250). IBARX annual gain was more profitable for investors over the last year : 29.61 vs. RLEFX (25.97). RLEFX return over 5 years is better than : 40.02 vs. IBARX (2.71).
IBARXRLEFXIBARX / RLEFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years9 years-
Gain YTD18.96616.520115%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net AssetsN/AN/A-
Annual Yield % from dividends2.352.4297%
Returns for 1 year29.6125.97114%
Returns for 3 years-16.2313.16-123%
Returns for 5 years2.7140.027%
Returns for 10 years6.14N/A-
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
LGLOX49.191.16
+2.42%
Lord Abbett Growth Leaders F3
SUHCX24.260.22
+0.92%
DWS Health and Wellness C
PFSLX82.900.04
+0.05%
Paradigm Select
SCSDX20.72N/A
N/A
Allspring Common Stock Admin
FTHSX52.17-0.38
-0.72%
FullerThaler Behavioral Sm-Cp Eq Inst