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BALCX vs RLBEX
BALCX vs RLBEX Comparison
Open Charts BALCX vs RLBEX
American Funds American Balanced C
Price$36.21
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$36.46
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
BALCX vs RLBEX Comparison Chart
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BALCX vs. RLBEX commentary
Nov 23, 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 BALCX is a StrongBuy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX (238B) and RLBEX (238B) have equal amount of cash in the bank . RLBEX pays higher dividends than BALCX: RLBEX (2.24) vs BALCX (1.59). BALCX was incepted earlier than RLBEX: BALCX (24 years) vs RLBEX (22 years). BALCX (171.00) and RLBEX (171.00) have comparable annual turnover. BALCX (250) and RLBEX (250) have matching initial minimum investment requirements. RLBEX (20.76) and BALCX (19.92) have marching annual gain over last year. RLBEX return over 5 years is better than : 37.07 vs. BALCX (32.42).
| BALCX | RLBEX | BALCX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 14.207 | 14.913 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 238B | 100% |
| Annual Yield % from dividends | 1.59 | 2.24 | 71% |
| Returns for 1 year | 19.92 | 20.76 | 96% |
| Returns for 3 years | 10.33 | 12.07 | 86% |
| Returns for 5 years | 32.42 | 37.07 | 87% |
| Returns for 10 years | 45.06 | 52.80 | 85% |
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