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IBNCX vs RLEFX
IBNCX vs RLEFX Comparison
Open Charts IBNCX vs RLEFX
Delaware Ivy Balanced Fund
Price$23.05
Change-$0.07 (-0.30%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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IBNCX vs RLEFX Comparison Chart
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IBNCX vs. RLEFX commentary
Sep 21, 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 StrongSell and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. IBNCX (1.58B). RLEFX pays higher dividends than IBNCX: RLEFX (2.42) vs IBNCX (1.36). IBNCX was incepted earlier than RLEFX: IBNCX (21 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IBNCX (82.00). RLEFX has a lower initial minimum investment than IBNCX: RLEFX (250) vs IBNCX (1000). IBNCX (25.72) and RLEFX (24.64) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.23 vs. IBNCX (-3.03).
| IBNCX | RLEFX | IBNCX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 9 years | - |
| Gain YTD | 14.763 | 14.180 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 236B | 1% |
| Annual Yield % from dividends | 1.36 | 2.42 | 56% |
| Returns for 1 year | 25.72 | 24.64 | 104% |
| Returns for 3 years | -16.97 | 15.33 | -111% |
| Returns for 5 years | -3.03 | 40.23 | -8% |
| Returns for 10 years | -4.29 | N/A | - |