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IBNAX vs RLEFX
IBNAX vs RLEFX Comparison
Open Charts IBNAX vs RLEFX
Delaware Ivy Balanced Fund
Price$23.88
Change+$0.05 (+0.21%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.55
Change+$0.04 (+0.11%)
VolumeN/A
CapitalizationN/A
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IBNAX vs RLEFX Comparison Chart
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IBNAX vs. RLEFX 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 RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 239B vs. IBNAX (1.58B). 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 : 28.27 vs. RLEFX (25.51). RLEFX return over 5 years is better than : 41.88 vs. IBNAX (3.29).
| 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 | 17.004 | 15.476 | 110% |
| 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 | 2.42 | 85% |
| Returns for 1 year | 28.27 | 25.51 | 111% |
| Returns for 3 years | -15.79 | 14.95 | -106% |
| Returns for 5 years | 3.29 | 41.88 | 8% |
| Returns for 10 years | 7.22 | N/A | - |
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