Delaware Ivy Balanced Fund (IBNAX) Alternatives
Delaware Ivy Balanced Fund (IBNAX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IBNAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IBNAX
IBNAX charges 1.10% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among IBNAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | IBNAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | IBNAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | IBNAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | IBNAX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | IBNAX vs MAANX |
Best Risk-Adjusted Alternatives to IBNAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | IBNAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | IBNAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | IBNAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | IBNAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | IBNAX vs PMAIX |
Top Performing IBNAX Alternatives (YTD)
IBNAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | IBNAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | IBNAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | IBNAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | IBNAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | IBNAX vs CONWX |
Lowest Volatility Alternatives to IBNAX
IBNAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | IBNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | IBNAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | IBNAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | IBNAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | IBNAX vs SICIX |
Lowest Drawdown Alternatives to IBNAX
IBNAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | IBNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | IBNAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | IBNAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | IBNAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | IBNAX vs SICIX |
Other Mutual Funds from Delaware Funds by Macquarie
Most popular Delaware Funds by Macquarie mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Delaware Healthcare Fund | Health & Biotech Equities | 31 | -5.80% | Sep 27, 2007 | IBNAX vs DLHIX | |
| Delaware Floating Rate Fund | Bank Loan | 94 | -0.86% | Feb 25, 2010 | IBNAX vs DDFLX | |
| Delaware Ivy Systematic Emerging Markets Equity Fu... | Emerging Markets Diversified | 76 | 2.17% | Oct 24, 1993 | IBNAX vs IPOAX | |
| Delaware Ivy Global Growth Fund | Global Equities | 22 | -7.19% | Apr 29, 1986 | IBNAX vs IVINX | |
| Delaware Extended Duration Bond Fund | Long-Term Bond | 15 | -1.82% | Sep 14, 1998 | IBNAX vs DEEIX | |
| Delaware Minnesota High-Yield Municipal Bond Fund | Municipal Bonds | 23 | -0.91% | Jun 3, 1996 | IBNAX vs DVMHX | |
| Delaware Tax-Free Minnesota Fund | Municipal Bonds | 25 | -1.13% | Feb 26, 1984 | IBNAX vs DEFFX | |
| Delaware Strategic Income Fund | Multisector Bonds | 84 | -2.06% | Aug 15, 1985 | IBNAX vs DEGGX |
Often Compared With IBNAX
What investors most often compare with IBNAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Sustainable Multi-Asset Fund | Diversified Portfolio | 64 | -4.40% | Feb 9, 2022 | IBNAX vs FYMIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | IBNAX vs QBDSX |
Compare IBNAX with Any Fund or Stock
Compare IBNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.