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IYBIX vs RLBEX
IYBIX vs RLBEX Comparison
Open Charts IYBIX vs RLBEX
Delaware Ivy Balanced Fund
Price$23.60
Change-$0.51 (-2.12%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
IYBIX vs RLBEX Comparison Chart
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IYBIX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. IYBIX (1.57B). IYBIX (2.28) and RLBEX (2.24) have matching dividends . IYBIX was incepted earlier than RLBEX: IYBIX (18 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). IYBIX has a lower initial minimum investment than RLBEX: IYBIX (0) vs RLBEX (250). IYBIX annual gain was more profitable for investors over the last year : 19.34 vs. RLBEX (9.70). RLBEX return over 5 years is better than : 29.54 vs. IYBIX (4.30).
| IYBIX | RLBEX | IYBIX / RLBEX | |
| 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 | 9.220 | 201% |
| 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 | 2.24 | 102% |
| Returns for 1 year | 19.34 | 9.70 | 199% |
| Returns for 3 years | -6.29 | 9.42 | -67% |
| Returns for 5 years | 4.30 | 29.54 | 15% |
| Returns for 10 years | 6.16 | 45.23 | 14% |