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IYBFX vs RLBGX
IYBFX vs RLBGX Comparison
Open Charts IYBFX vs RLBGX
Delaware Ivy Balanced Fund
Price$23.47
Change-$0.50 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$34.27
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
IYBFX vs RLBGX Comparison Chart
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IYBFX vs. RLBGX 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 IYBFX is a Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 241B vs. IYBFX (1.57B). RLBGX pays higher dividends than IYBFX: RLBGX (2.55) vs IYBFX (1.86). IYBFX was incepted earlier than RLBGX: IYBFX (12 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than RLBGX: IYBFX (0) vs RLBGX (250). IYBFX annual gain was more profitable for investors over the last year : 18.76 vs. RLBGX (12.83). RLBGX return over 5 years is better than : 34.51 vs. IYBFX (2.20).
| IYBFX | RLBGX | IYBFX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 18.012 | 11.811 | 153% |
| 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 | 1.86 | 2.55 | 73% |
| Returns for 1 year | 18.76 | 12.83 | 146% |
| Returns for 3 years | -7.16 | 12.48 | -57% |
| Returns for 5 years | 2.20 | 34.51 | 6% |
| Returns for 10 years | 2.25 | 49.12 | 5% |
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