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IBNAX vs RLBGX
IBNAX vs RLBGX Comparison
Open Charts IBNAX vs RLBGX
Delaware Ivy Balanced Fund
Price$23.88
Change+$0.05 (+0.21%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.61
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
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IBNAX vs RLBGX Comparison Chart
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IBNAX vs. RLBGX commentary
Oct 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 Buy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 239B vs. IBNAX (1.58B). RLBGX pays higher dividends than IBNAX: RLBGX (2.55) vs IBNAX (2.06). IBNAX was incepted earlier than RLBGX: IBNAX (37 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (82.00). RLBGX has a lower initial minimum investment than IBNAX: RLBGX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 28.27 vs. RLBGX (25.70). RLBGX return over 5 years is better than : 42.74 vs. IBNAX (3.29).
| IBNAX | RLBGX | IBNAX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 15 years | - |
| Gain YTD | 17.004 | 15.619 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 239B | 1% |
| Annual Yield % from dividends | 2.06 | 2.55 | 81% |
| Returns for 1 year | 28.27 | 25.70 | 110% |
| Returns for 3 years | -15.79 | 15.34 | -103% |
| Returns for 5 years | 3.29 | 42.74 | 8% |
| Returns for 10 years | 7.22 | 63.78 | 11% |
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