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BALCX vs RLBGX
BALCX vs RLBGX Comparison
Open Charts BALCX vs RLBGX
American Funds American Balanced C
Price$33.21
Change-$0.88 (-2.58%)
VolumeN/A
Net Assets235.03B
American Funds American Balanced R6
Price$33.50
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
BALCX vs RLBGX Comparison Chart
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BALCX vs. RLBGX 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 BALCX is a Hold and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
BALCX (235B) and RLBGX (235B) have equal amount of cash in the bank . RLBGX pays higher dividends than BALCX: RLBGX (2.31) vs BALCX (1.28). BALCX was incepted earlier than RLBGX: BALCX (24 years) vs RLBGX (16 years). BALCX (1.32) is less costly to investors than RLBGX (0.25). BALCX (171.00) and RLBGX (171.00) have comparable annual turnover. BALCX (250) and RLBGX (250) have matching initial minimum investment requirements. RLBGX annual gain was more profitable for investors over the last year : 1.70 vs. BALCX (0.58). RLBGX return over 5 years is better than : 48.29 vs. BALCX (41.73).
| BALCX | RLBGX | BALCX / RLBGX | |
| Total Expense Ratio | 1.32 | 0.25 | 528% |
| Annual Report Gross Expense Ratio | 1.32 | 0.25 | 528% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | -2.337 | -2.089 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 235B | 100% |
| Annual Yield % from dividends | 1.28 | 2.31 | 56% |
| Returns for 1 year | 0.58 | 1.70 | 34% |
| Returns for 3 years | 7.28 | 10.05 | 72% |
| Returns for 5 years | 41.73 | 48.29 | 86% |
| Returns for 10 years | 41.88 | 50.83 | 82% |
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