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IYBIX vs RLBGX
IYBIX vs RLBGX Comparison
Open Charts IYBIX vs RLBGX
Delaware Ivy Balanced Fund
Price$23.77
Change-$0.22 (-0.92%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
IYBIX vs RLBGX Comparison Chart
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IYBIX vs. RLBGX commentary
Nov 18, 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 StrongSell and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. IYBIX (1.56B). RLBGX pays higher dividends than IYBIX: RLBGX (2.55) vs IYBIX (2.28). IYBIX was incepted earlier than RLBGX: IYBIX (18 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IYBIX (82.00). IYBIX has a lower initial minimum investment than RLBGX: IYBIX (0) vs RLBGX (250). IYBIX annual gain was more profitable for investors over the last year : 24.45 vs. RLBGX (21.31). RLBGX return over 5 years is better than : 36.78 vs. IYBIX (-0.79).
| IYBIX | RLBGX | IYBIX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 16.861 | 14.385 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 236B | 1% |
| Annual Yield % from dividends | 2.28 | 2.55 | 89% |
| Returns for 1 year | 24.45 | 21.31 | 115% |
| Returns for 3 years | -18.45 | 11.30 | -163% |
| Returns for 5 years | -0.79 | 36.78 | -2% |
| Returns for 10 years | 1.83 | 53.54 | 3% |