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IBNCX vs RLBFX
IBNCX vs RLBFX Comparison
Open Charts IBNCX vs RLBFX
Delaware Ivy Balanced Fund
Price$23.21
Change+$0.19 (+0.83%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
IBNCX vs RLBFX Comparison Chart
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IBNCX vs. RLBFX commentary
Dec 23, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. IBNCX (1.54B). RLBFX pays higher dividends than IBNCX: RLBFX (2.50) vs IBNCX (1.36). IBNCX was incepted earlier than RLBFX: IBNCX (21 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). RLBFX has a lower initial minimum investment than IBNCX: RLBFX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 16.07 vs. RLBFX (10.52). RLBFX return over 5 years is better than : 31.65 vs. IBNCX (-1.98).
| IBNCX | RLBFX | IBNCX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 15.560 | 9.899 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 236B | 1% |
| Annual Yield % from dividends | 1.36 | 2.50 | 54% |
| Returns for 1 year | 16.07 | 10.52 | 153% |
| Returns for 3 years | -10.54 | 10.16 | -104% |
| Returns for 5 years | -1.98 | 31.65 | -6% |
| Returns for 10 years | -3.48 | 53.78 | -6% |
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