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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Delaware Ivy Balanced Fund
Price$23.75
Change-$0.22 (-0.92%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
IBNAX vs RLEFX Comparison Chart
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IBNAX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. IBNAX (1.56B). RLEFX pays higher dividends than IBNAX: RLEFX (2.42) vs IBNAX (2.06). IBNAX was incepted earlier than RLEFX: IBNAX (37 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IBNAX (82.00). RLEFX has a lower initial minimum investment than IBNAX: RLEFX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 24.18 vs. RLEFX (21.09). RLEFX return over 5 years is better than : 35.95 vs. IBNAX (-1.22).
| IBNAX | RLEFX | IBNAX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 9 years | - |
| Gain YTD | 16.611 | 14.211 | 117% |
| 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 | 2.42 | 85% |
| Returns for 1 year | 24.18 | 21.09 | 115% |
| Returns for 3 years | -18.44 | 10.95 | -168% |
| Returns for 5 years | -1.22 | 35.95 | -3% |
| Returns for 10 years | 0.72 | N/A | - |
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