Ad is loading...
IBNYX vs RLBGX
IBNYX vs RLBGX Comparison
Open Charts IBNYX vs RLBGX
Delaware Ivy Balanced Fund
Price$24.13
Change-$0.12 (-0.49%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.70
Change-$0.23 (-0.62%)
VolumeN/A
CapitalizationN/A
IBNYX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IBNYX vs. RLBGX 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. IBNYX (1.6B). RLBGX pays higher dividends than IBNYX: RLBGX (2.55) vs IBNYX (2.06). IBNYX was incepted earlier than RLBGX: IBNYX (21 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (82.00). IBNYX has a lower initial minimum investment than RLBGX: IBNYX (0) vs RLBGX (250). IBNYX annual gain was more profitable for investors over the last year : 29.03 vs. RLBGX (25.88). RLBGX return over 5 years is better than : 40.79 vs. IBNYX (0.88).
| IBNYX | RLBGX | IBNYX / 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 | 19.061 | 16.789 | 114% |
| 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 | 2.55 | 81% |
| Returns for 1 year | 29.03 | 25.88 | 112% |
| Returns for 3 years | -17.18 | 13.60 | -126% |
| Returns for 5 years | 0.88 | 40.79 | 2% |
| Returns for 10 years | 2.67 | 57.25 | 5% |
View a ticker or compare two or three
VS
VS
Ad is loading...