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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Delaware Ivy Balanced Fund
Price$23.47
Change-$0.50 (-2.09%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
IYBFX vs RLEFX Comparison Chart
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IYBFX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. IYBFX (1.57B). RLEFX pays higher dividends than IYBFX: RLEFX (2.42) vs IYBFX (1.86). IYBFX was incepted earlier than RLEFX: IYBFX (12 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IYBFX (82.00). IYBFX has a lower initial minimum investment than RLEFX: IYBFX (0) vs RLEFX (250). IYBFX annual gain was more profitable for investors over the last year : 18.76 vs. RLEFX (12.69). RLEFX return over 5 years is better than : 33.70 vs. IYBFX (2.20).
| IYBFX | RLEFX | IYBFX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 18.012 | 11.668 | 154% |
| 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 | 2.42 | 77% |
| Returns for 1 year | 18.76 | 12.69 | 148% |
| Returns for 3 years | -7.16 | 12.14 | -59% |
| Returns for 5 years | 2.20 | 33.70 | 7% |
| Returns for 10 years | 2.25 | N/A | - |
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