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IBARX
Price
$24.13
Change
+$0.06 (+0.25%)
Updated
Nov 22 closing price
RLEFX
Price
$36.50
Change
+$0.11 (+0.30%)
Updated
Nov 22 closing price
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IBARX vs RLEFX

Header iconIBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFXBanner chart's image
Delaware Ivy Balanced Fund Class R6
Price$24.13
Change+$0.06 (+0.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.50
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
IBARX vs RLEFX Comparison Chart
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IBARX vs. RLEFX commentary
Nov 23, 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 has more cash in the bank: 238B vs. IBARX (1.57B). 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 : 24.60 vs. RLEFX (21.37). RLEFX return over 5 years is better than : 37.81 vs. IBARX (1.83).
IBARXRLEFXIBARX / RLEFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence10 years9 years-
Gain YTD18.13215.445117%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets1.57B238B1%
Annual Yield % from dividends2.352.4297%
Returns for 1 year24.6021.37115%
Returns for 3 years-15.9912.81-125%
Returns for 5 years1.8337.815%
Returns for 10 years3.69N/A-
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