Interact to see
Advertisement
Advertisement
FPBFX vs RLAIX
FPBFX vs RLAIX Comparison
Open Charts FPBFX vs RLAIX
FPBFX vs RLAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FPBFX vs. RLAIX commentary
Jul 31, 2026
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 FPBFX is a Hold and RLAIX is a Buy.
FUNDAMENTALS
Fundamentals
FPBFX has more cash in the bank: 1.28B vs. RLAIX (453M). RLAIX (3.50) and FPBFX (3.41) have matching dividends . FPBFX was incepted earlier than RLAIX: FPBFX (40 years) vs RLAIX (9 years). RLAIX (1.21) is less costly to investors than FPBFX (0.98). FPBFX is a more actively managed with annual turnover of: 47.00 vs. RLAIX (34.20). FPBFX has a lower initial minimum investment than RLAIX: FPBFX (0) vs RLAIX (500000). RLAIX annual gain was more profitable for investors over the last year : 26.20 vs. FPBFX (23.50). RLAIX return over 5 years is better than : 25.20 vs. FPBFX (15.75).
| FPBFX | RLAIX | FPBFX / RLAIX | |
| Total Expense Ratio | 0.98 | 1.08 | 91% |
| Annual Report Gross Expense Ratio | 0.98 | 1.21 | 81% |
| Fund Existence | 40 years | 9 years | - |
| Gain YTD | 15.462 | 8.900 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28B | 453M | 281% |
| Annual Yield % from dividends | 3.41 | 3.50 | 97% |
| Returns for 1 year | 23.50 | 26.20 | 90% |
| Returns for 3 years | 59.16 | 19.90 | 297% |
| Returns for 5 years | 15.75 | 25.20 | 63% |
| Returns for 10 years | 77.14 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement