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IYBIX vs RLBFX
IYBIX vs RLBFX Comparison
Open Charts IYBIX vs RLBFX
Delaware Ivy Balanced Fund
Price$23.60
Change-$0.51 (-2.12%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
IYBIX vs RLBFX Comparison Chart
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IYBIX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. IYBIX (1.57B). RLBFX pays higher dividends than IYBIX: RLBFX (2.50) vs IYBIX (2.28). IYBIX was incepted earlier than RLBFX: IYBIX (18 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). IYBIX has a lower initial minimum investment than RLBFX: IYBIX (0) vs RLBFX (250). IYBIX annual gain was more profitable for investors over the last year : 19.34 vs. RLBFX (10.06). RLBFX return over 5 years is better than : 31.27 vs. IYBIX (4.30).
| IYBIX | RLBFX | IYBIX / RLBFX | |
| 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 | 9.579 | 193% |
| 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 | 2.50 | 91% |
| Returns for 1 year | 19.34 | 10.06 | 192% |
| Returns for 3 years | -6.29 | 10.17 | -62% |
| Returns for 5 years | 4.30 | 31.27 | 14% |
| Returns for 10 years | 6.16 | 45.88 | 13% |
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