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IBNCX vs RLBGX
IBNCX vs RLBGX Comparison
Open Charts IBNCX vs RLBGX
Delaware Ivy Balanced Fund
Price$23.49
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
IBNCX vs RLBGX Comparison Chart
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IBNCX vs. RLBGX 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 237B vs. IBNCX (1.57B). RLBGX pays higher dividends than IBNCX: RLBGX (2.55) vs IBNCX (1.36). IBNCX was incepted earlier than RLBGX: IBNCX (21 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). RLBGX has a lower initial minimum investment than IBNCX: RLBGX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 23.25 vs. RLBGX (21.19). RLBGX return over 5 years is better than : 38.23 vs. IBNCX (-4.09).
| IBNCX | RLBGX | IBNCX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 16.954 | 15.271 | 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 | 2.55 | 53% |
| Returns for 1 year | 23.25 | 21.19 | 110% |
| Returns for 3 years | -18.97 | 12.92 | -147% |
| Returns for 5 years | -4.09 | 38.23 | -11% |
| Returns for 10 years | -5.48 | 53.73 | -10% |
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