Ad is loading...
CBPRX vs RLBCX
CBPRX vs RLBCX Comparison
Open Charts CBPRX vs RLBCX
Pioneer Balanced ESG R
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets386.8M
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
CBPRX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBPRX vs. RLBCX 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 CBPRX is a Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. CBPRX (387M). RLBCX (1.69) and CBPRX (1.68) have matching dividends . CBPRX was incepted earlier than RLBCX: CBPRX (10 years) vs RLBCX (23 years). CBPRX (1.30) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. CBPRX (33.00). CBPRX has a lower initial minimum investment than RLBCX: CBPRX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 1.03 vs. CBPRX (0.24). RLBCX (44.21) and CBPRX (42.51) have equivalent 5 years return.
| CBPRX | RLBCX | CBPRX / RLBCX | |
| Total Expense Ratio | 1.30 | 0.89 | 146% |
| Annual Report Gross Expense Ratio | 1.30 | 0.89 | 146% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | -2.275 | -2.233 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 235B | 0% |
| Annual Yield % from dividends | 1.68 | 1.69 | 99% |
| Returns for 1 year | 0.24 | 1.03 | 24% |
| Returns for 3 years | 7.66 | 8.35 | 92% |
| Returns for 5 years | 42.51 | 44.21 | 96% |
| Returns for 10 years | N/A | 45.29 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...