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IBARX vs RLEFX
IBARX vs RLEFX Comparison
Open Charts IBARX vs RLEFX
Delaware Ivy Balanced Fund Class R6
Price$23.86
Change+$0.06 (+0.25%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.32
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
IBARX vs RLEFX Comparison Chart
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IBARX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. IBARX (1.54B). 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 : 17.37 vs. RLEFX (10.40). RLEFX return over 5 years is better than : 31.02 vs. IBARX (3.99).
| IBARX | RLEFX | IBARX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 16.807 | 9.746 | 172% |
| 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 | 2.42 | 97% |
| Returns for 1 year | 17.37 | 10.40 | 167% |
| Returns for 3 years | -7.00 | 9.87 | -71% |
| Returns for 5 years | 3.99 | 31.02 | 13% |
| Returns for 10 years | 5.76 | N/A | - |
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