Ad is loading...
Ad is loading...
IBNCX vs RLBFX
IBNCX vs RLBFX Comparison
Open Charts IBNCX vs RLBFX
Delaware Ivy Balanced Fund
Price$23.49
Change+$0.10 (+0.43%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.49
Change+$0.13 (+0.36%)
VolumeN/A
CapitalizationN/A
IBNCX vs RLBFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBNCX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 237B vs. IBNCX (1.57B). 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 : 23.25 vs. RLBFX (21.14). RLBFX return over 5 years is better than : 38.00 vs. IBNCX (-4.09).
| 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 | 16.954 | 15.247 | 111% |
| 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 | 2.50 | 54% |
| Returns for 1 year | 23.25 | 21.14 | 110% |
| Returns for 3 years | -18.97 | 12.82 | -148% |
| Returns for 5 years | -4.09 | 38.00 | -11% |
| Returns for 10 years | -5.48 | 53.43 | -10% |
View a ticker or compare two or three
VS
VS
Ad is loading...