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IBNYX vs RLEFX
IBNYX vs RLEFX Comparison
Open Charts IBNYX vs RLEFX
Delaware Ivy Balanced Fund
Price$23.51
Change-$0.10 (-0.42%)
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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IBNYX vs RLEFX Comparison Chart
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IBNYX 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 IBNYX is a StrongSell and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. IBNYX (1.58B). RLEFX pays higher dividends than IBNYX: RLEFX (2.42) vs IBNYX (2.06). IBNYX was incepted earlier than RLEFX: IBNYX (21 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IBNYX (82.00). IBNYX has a lower initial minimum investment than RLEFX: IBNYX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. IBNYX (22.95). RLEFX return over 5 years is better than : 40.23 vs. IBNYX (-0.37).
| IBNYX | RLEFX | IBNYX / 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 | 14.242 | 14.180 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 236B | 1% |
| Annual Yield % from dividends | 2.06 | 2.42 | 85% |
| Returns for 1 year | 22.95 | 24.64 | 93% |
| Returns for 3 years | -17.11 | 15.33 | -112% |
| Returns for 5 years | -0.37 | 40.23 | -1% |
| Returns for 10 years | -0.83 | N/A | - |
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