Ad is loading...
IBNYX vs RLBCX
IBNYX vs RLBCX Comparison
Open Charts IBNYX vs RLBCX
Delaware Ivy Balanced Fund
Price$24.13
Change-$0.12 (-0.49%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$36.44
Change-$0.22 (-0.60%)
VolumeN/A
CapitalizationN/A
IBNYX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBNYX vs. RLBCX commentary
Nov 13, 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 IBNYX is a Buy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. IBNYX (1.6B). IBNYX (2.06) and RLBCX (1.98) have matching dividends . IBNYX was incepted earlier than RLBCX: IBNYX (21 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (82.00). IBNYX has a lower initial minimum investment than RLBCX: IBNYX (0) vs RLBCX (250). IBNYX annual gain was more profitable for investors over the last year : 29.03 vs. RLBCX (25.10). RLBCX return over 5 years is better than : 37.16 vs. IBNYX (0.88).
| IBNYX | RLBCX | IBNYX / 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 | 19.061 | 16.156 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 241B | 1% |
| Annual Yield % from dividends | 2.06 | 1.98 | 104% |
| Returns for 1 year | 29.03 | 25.10 | 116% |
| Returns for 3 years | -17.18 | 11.99 | -143% |
| Returns for 5 years | 0.88 | 37.16 | 2% |
| Returns for 10 years | 2.67 | 51.79 | 5% |
View a ticker or compare two or three
VS
VS
Ad is loading...