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FORKX vs RLBFX
FORKX vs RLBFX Comparison
Open Charts FORKX vs RLBFX
Abraham Fortress K
Price$9.85
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets76.04M
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
FORKX vs RLBFX Comparison Chart
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FORKX vs. RLBFX commentary
May 10, 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 FORKX is a Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. FORKX (76M). FORKX pays higher dividends than RLBFX: FORKX (3.36) vs RLBFX (2.26). FORKX was incepted earlier than RLBFX: FORKX (7 years) vs RLBFX (23 years). FORKX (1.12) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. FORKX (20.00). RLBFX has a lower initial minimum investment than FORKX: RLBFX (250) vs FORKX (25000). RLBFX annual gain was more profitable for investors over the last year : 4.53 vs. FORKX (-1.89). RLBFX return over 5 years is better than : 38.35 vs. FORKX (29.29).
| FORKX | RLBFX | FORKX / RLBFX | |
| Total Expense Ratio | 0.65 | 0.29 | 224% |
| Annual Report Gross Expense Ratio | 1.12 | 0.29 | 386% |
| Fund Existence | 7 years | 23 years | - |
| Gain YTD | -4.098 | 0.441 | -930% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 234B | 0% |
| Annual Yield % from dividends | 3.36 | 2.26 | 149% |
| Returns for 1 year | -1.89 | 4.53 | -42% |
| Returns for 3 years | 11.58 | 22.43 | 52% |
| Returns for 5 years | 29.29 | 38.35 | 76% |
| Returns for 10 years | N/A | 53.51 | - |
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