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BALFX vs RLBGX
BALFX vs RLBGX Comparison
Open Charts BALFX vs RLBGX
American Funds American Balanced F1
Price$34.88
Change-$0.08 (-0.23%)
VolumeN/A
Net Assets238.54B
American Funds American Balanced R6
Price$34.94
Change-$0.09 (-0.26%)
VolumeN/A
Net Assets238.54B
BALFX vs RLBGX Comparison Chart
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BALFX vs. RLBGX commentary
May 15, 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 BALFX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX (239B) and RLBGX (239B) have equal amount of cash in the bank . RLBGX pays higher dividends than BALFX: RLBGX (2.31) vs BALFX (1.95). BALFX was incepted earlier than RLBGX: BALFX (24 years) vs RLBGX (16 years). BALFX (0.61) is less costly to investors than RLBGX (0.25). BALFX (44.00) and RLBGX (44.00) have comparable annual turnover. BALFX (250) and RLBGX (250) have matching initial minimum investment requirements. RLBGX annual gain was more profitable for investors over the last year : 6.50 vs. BALFX (6.09). RLBGX return over 5 years is better than : 43.26 vs. BALFX (41.02).
| BALFX | RLBGX | BALFX / RLBGX | |
| Total Expense Ratio | 0.61 | 0.25 | 244% |
| Annual Report Gross Expense Ratio | 0.61 | 0.25 | 244% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 2.232 | 2.382 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 239B | 100% |
| Annual Yield % from dividends | 1.95 | 2.31 | 84% |
| Returns for 1 year | 6.09 | 6.50 | 94% |
| Returns for 3 years | 22.60 | 23.71 | 95% |
| Returns for 5 years | 41.02 | 43.26 | 95% |
| Returns for 10 years | 52.31 | 55.54 | 94% |
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