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AABCX vs RLBEX
AABCX vs RLBEX Comparison
Open Charts AABCX vs RLBEX
Putnam Dynamic Asset Allocation Bal C
Price$14.62
Change-$0.43 (-2.86%)
VolumeN/A
Net Assets2.11B
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
AABCX vs RLBEX Comparison Chart
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AABCX vs. RLBEX commentary
Apr 04, 2025
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 AABCX is a Hold and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. AABCX (2.11B). AABCX pays higher dividends than RLBEX: AABCX (2.07) vs RLBEX (1.97). AABCX was incepted earlier than RLBEX: AABCX (31 years) vs RLBEX (23 years). AABCX (1.68) is less costly to investors than RLBEX (0.60). AABCX is a more actively managed with annual turnover of: 222.00 vs. RLBEX (171.00). AABCX has a lower initial minimum investment than RLBEX: AABCX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 1.35 vs. AABCX (-1.82). RLBEX return over 5 years is better than : 46.09 vs. AABCX (27.35).
| AABCX | RLBEX | AABCX / RLBEX | |
| Total Expense Ratio | 1.68 | 0.60 | 280% |
| Annual Report Gross Expense Ratio | 1.68 | 0.60 | 280% |
| Fund Existence | 31 years | 23 years | - |
| Gain YTD | -0.729 | -2.180 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 235B | 1% |
| Annual Yield % from dividends | 2.07 | 1.97 | 105% |
| Returns for 1 year | -1.82 | 1.35 | -135% |
| Returns for 3 years | 1.25 | 9.13 | 14% |
| Returns for 5 years | 27.35 | 46.09 | 59% |
| Returns for 10 years | 12.55 | 49.74 | 25% |
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