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IBNAX vs RLBFX
IBNAX vs RLBFX Comparison
Open Charts IBNAX vs RLBFX
Delaware Ivy Balanced Fund
Price$23.58
Change-$0.50 (-2.08%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
IBNAX vs RLBFX Comparison Chart
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IBNAX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. IBNAX (1.57B). RLBFX pays higher dividends than IBNAX: RLBFX (2.50) vs IBNAX (2.06). IBNAX was incepted earlier than RLBFX: IBNAX (37 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (82.00). RLBFX has a lower initial minimum investment than IBNAX: RLBFX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 19.03 vs. RLBFX (10.06). RLBFX return over 5 years is better than : 31.27 vs. IBNAX (3.86).
| IBNAX | RLBFX | IBNAX / RLBFX | |
| 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 | 9.579 | 190% |
| 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 | 2.50 | 82% |
| Returns for 1 year | 19.03 | 10.06 | 189% |
| Returns for 3 years | -6.33 | 10.17 | -62% |
| Returns for 5 years | 3.86 | 31.27 | 12% |
| Returns for 10 years | 4.98 | 45.88 | 11% |
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