Ad is loading...
Ad is loading...
IBNCX vs RLBCX
IBNCX vs RLBCX Comparison
Open Charts IBNCX vs RLBCX
Delaware Ivy Balanced Fund
Price$23.49
Change+$0.10 (+0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.18
Change+$0.12 (+0.33%)
VolumeN/A
CapitalizationN/A
IBNCX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBNCX vs. RLBCX commentary
Nov 22, 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 IBNCX is a Buy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 237B vs. IBNCX (1.57B). RLBCX pays higher dividends than IBNCX: RLBCX (1.98) vs IBNCX (1.36). IBNCX was incepted earlier than RLBCX: IBNCX (21 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). RLBCX has a lower initial minimum investment than IBNCX: RLBCX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 23.25 vs. RLBCX (20.40). RLBCX return over 5 years is better than : 34.64 vs. IBNCX (-4.09).
| IBNCX | RLBCX | IBNCX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 22 years | - |
| Gain YTD | 16.954 | 14.635 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 237B | 1% |
| Annual Yield % from dividends | 1.36 | 1.98 | 69% |
| Returns for 1 year | 23.25 | 20.40 | 114% |
| Returns for 3 years | -18.97 | 11.35 | -167% |
| Returns for 5 years | -4.09 | 34.64 | -12% |
| Returns for 10 years | -5.48 | 48.37 | -11% |
View a ticker or compare two or three
VS
VS
Ad is loading...