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IBNYX vs RLBFX
IBNYX vs RLBFX Comparison
Open Charts IBNYX vs RLBFX
Delaware Ivy Balanced Fund
Price$23.58
Change-$0.51 (-2.12%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
IBNYX vs RLBFX Comparison Chart
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IBNYX vs. RLBFX commentary
Dec 19, 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 Hold and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. IBNYX (1.57B). RLBFX pays higher dividends than IBNYX: RLBFX (2.50) vs IBNYX (2.06). IBNYX was incepted earlier than RLBFX: IBNYX (21 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (82.00). IBNYX has a lower initial minimum investment than RLBFX: IBNYX (0) vs RLBFX (250). IBNYX annual gain was more profitable for investors over the last year : 19.02 vs. RLBFX (12.81). RLBFX return over 5 years is better than : 34.29 vs. IBNYX (3.40).
| IBNYX | RLBFX | IBNYX / 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 | 18.276 | 11.792 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 241B | 1% |
| Annual Yield % from dividends | 2.06 | 2.50 | 82% |
| Returns for 1 year | 19.02 | 12.81 | 148% |
| Returns for 3 years | -6.75 | 12.40 | -54% |
| Returns for 5 years | 3.40 | 34.29 | 10% |
| Returns for 10 years | 4.53 | 48.83 | 9% |