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 a closer substitute for your current allocation.
Cheapest Alternatives to IBNAX
IBNAX charges 1.10% annually. There are 449 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | IBNAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | IBNAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | IBNAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | IBNAX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | IBNAX vs VTMFX |
Best Risk-Adjusted Alternatives to IBNAX
IBNAX has a PortfoliosLab risk / return rank of 36. There are 465 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | IBNAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | IBNAX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | IBNAX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | IBNAX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | IBNAX vs AYBLX |
Top Performing IBNAX Alternatives (YTD)
IBNAX is at 7.50% YTD. There are 222 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | IBNAX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | IBNAX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | IBNAX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | IBNAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | IBNAX vs TIBIX |
Lowest Volatility Alternatives to IBNAX
IBNAX has 9.83% 1-year volatility. There are 371 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | IBNAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | IBNAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | IBNAX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | IBNAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | IBNAX vs CSTAX |
Lowest Drawdown Alternatives to IBNAX
IBNAX has a 1-year max drawdown of -7.42%. There are 390 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | IBNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | IBNAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | IBNAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | IBNAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | IBNAX vs CSTAX |
Other Mutual Funds from Delaware Funds by Macquarie
The 8 most viewed Delaware Funds by Macquarie mutual funds shown here include DDFLX, DLHIX, IPOAX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Delaware Floating Rate Fund | Bank Loan | 95 | 2.31% | — | Feb 2010 | IBNAX vs DDFLX | |
| Delaware Healthcare Fund | Health & Biotech Equities | 63 | 4.05% | — | Sep 2007 | IBNAX vs DLHIX | |
| Delaware Ivy Systematic Emerging Markets Equity Fu... | Emerging Markets Diversified | 53 | 20.84% | — | Oct 1993 | IBNAX vs IPOAX | |
| Delaware Minnesota High-Yield Municipal Bond Fund | Municipal Bonds | 86 | 2.81% | — | Jun 1996 | IBNAX vs DVMHX | |
| Delaware Extended Duration Bond Fund | Long-Term Bond | 11 | -0.76% | — | Sep 1998 | IBNAX vs DEEIX | |
| Delaware Strategic Income Fund | Multisector Bonds | 74 | 1.15% | — | Aug 1985 | IBNAX vs DEGGX | |
| Delaware Ivy Global Growth Fund | Global Equities | 25 | 10.21% | — | Apr 1986 | IBNAX vs IVINX | |
| Delaware Tax-Free Minnesota Fund | Municipal Bonds | 79 | 2.21% | — | Feb 1984 | IBNAX vs DEFFX |
Often Compared With IBNAX
Investors most often compare IBNAX with CONWX, BWBIX, TPDAX. These 19 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IBNAX with Any Fund or Stock
Compare IBNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IBNAX with funds that move differently
Delaware Ivy Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IBNAX.
Explore IBNAX Diversifiers