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IYBIX vs RLBBX
IYBIX vs RLBBX Comparison
Open Charts IYBIX vs RLBBX
Delaware Ivy Balanced Fund
Price$23.60
Change-$0.51 (-2.12%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
IYBIX vs RLBBX Comparison Chart
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IYBIX vs. RLBBX 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 IYBIX is a Hold and RLBBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. IYBIX (1.57B). IYBIX pays higher dividends than RLBBX: IYBIX (2.28) vs RLBBX (1.58). IYBIX was incepted earlier than RLBBX: IYBIX (18 years) vs RLBBX (23 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). IYBIX has a lower initial minimum investment than RLBBX: IYBIX (0) vs RLBBX (250). IYBIX annual gain was more profitable for investors over the last year : 19.34 vs. RLBBX (8.88). RLBBX return over 5 years is better than : 25.60 vs. IYBIX (4.30).
| IYBIX | RLBBX | IYBIX / RLBBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 18.532 | 8.432 | 220% |
| 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 | 2.28 | 1.58 | 144% |
| Returns for 1 year | 19.34 | 8.88 | 218% |
| Returns for 3 years | -6.29 | 7.68 | -82% |
| Returns for 5 years | 4.30 | 25.60 | 17% |
| Returns for 10 years | 6.16 | 37.76 | 16% |
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