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IBNAX vs RLBCX
IBNAX vs RLBCX Comparison
Open Charts IBNAX vs RLBCX
Delaware Ivy Balanced Fund
Price$23.58
Change-$0.50 (-2.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
IBNAX vs RLBCX Comparison Chart
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IBNAX vs. RLBCX commentary
Dec 19, 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 Hold and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. IBNAX (1.57B). IBNAX (2.06) and RLBCX (1.98) have matching dividends . IBNAX was incepted earlier than RLBCX: IBNAX (37 years) vs RLBCX (23 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 : 19.03 vs. RLBCX (9.36). RLBCX return over 5 years is better than : 27.91 vs. IBNAX (3.86).
| IBNAX | RLBCX | IBNAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 23 years | - |
| Gain YTD | 18.231 | 8.914 | 205% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 241B | 1% |
| Annual Yield % from dividends | 2.06 | 1.98 | 104% |
| Returns for 1 year | 19.03 | 9.36 | 203% |
| Returns for 3 years | -6.33 | 8.71 | -73% |
| Returns for 5 years | 3.86 | 27.91 | 14% |
| Returns for 10 years | 4.98 | 41.02 | 12% |
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