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IBNAX vs RLBCX
IBNAX vs RLBCX Comparison
Open Charts IBNAX vs RLBCX
Delaware Ivy Balanced Fund
Price$23.75
Change-$0.22 (-0.92%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
IBNAX vs RLBCX Comparison Chart
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IBNAX vs. RLBCX commentary
Nov 18, 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 IBNAX is a StrongSell and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. IBNAX (1.56B). IBNAX (2.06) and RLBCX (1.98) have matching dividends . IBNAX was incepted earlier than RLBCX: IBNAX (37 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (82.00). RLBCX has a lower initial minimum investment than IBNAX: RLBCX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 24.18 vs. RLBCX (20.49). RLBCX return over 5 years is better than : 33.23 vs. IBNAX (-1.22).
| IBNAX | RLBCX | IBNAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 22 years | - |
| Gain YTD | 16.611 | 13.748 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 236B | 1% |
| Annual Yield % from dividends | 2.06 | 1.98 | 104% |
| Returns for 1 year | 24.18 | 20.49 | 118% |
| Returns for 3 years | -18.44 | 9.74 | -189% |
| Returns for 5 years | -1.22 | 33.23 | -4% |
| Returns for 10 years | 0.72 | 48.12 | 1% |
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