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IYBFX vs RLEFX
IYBFX vs RLEFX Comparison
Open Charts IYBFX vs RLEFX
Delaware Ivy Balanced Fund
Price$23.40
Change-$0.10 (-0.43%)
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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IYBFX vs RLEFX Comparison Chart
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IYBFX 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 IYBFX is a Buy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. IYBFX (1.58B). 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 : 26.31 vs. RLEFX (24.64). RLEFX return over 5 years is better than : 40.23 vs. IYBFX (-0.60).
| 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 | 15.206 | 14.180 | 107% |
| 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 | 1.86 | 2.42 | 77% |
| Returns for 1 year | 26.31 | 24.64 | 107% |
| Returns for 3 years | -15.61 | 15.33 | -102% |
| Returns for 5 years | -0.60 | 40.23 | -1% |
| Returns for 10 years | -0.89 | N/A | - |
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