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KGLCX vs RLBAX
KGLCX vs RLBAX Comparison
Open Charts KGLCX vs RLBAX
Kinetics Global Adv C
Price$15.60
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets64.38M
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
KGLCX vs RLBAX Comparison Chart
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KGLCX vs. RLBAX commentary
May 09, 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 KGLCX is a StrongBuy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. KGLCX (64.4M). RLBAX pays higher dividends than KGLCX: RLBAX (1.28) vs KGLCX (0.35). KGLCX was incepted earlier than RLBAX: KGLCX (17 years) vs RLBAX (23 years). KGLCX (2.88) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. KGLCX (34.00). RLBAX has a lower initial minimum investment than KGLCX: RLBAX (250) vs KGLCX (2500). KGLCX annual gain was more profitable for investors over the last year : 49.06 vs. RLBAX (3.92). KGLCX return over 5 years is better than : 170.71 vs. RLBAX (32.45).
| KGLCX | RLBAX | KGLCX / RLBAX | |
| Total Expense Ratio | 2.14 | 1.31 | 163% |
| Annual Report Gross Expense Ratio | 2.88 | 1.31 | 220% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 6.348 | 0.154 | 4,111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 234B | 0% |
| Annual Yield % from dividends | 0.35 | 1.28 | 27% |
| Returns for 1 year | 49.06 | 3.92 | 1,250% |
| Returns for 3 years | 95.60 | 19.69 | 485% |
| Returns for 5 years | 170.71 | 32.45 | 526% |
| Returns for 10 years | 200.04 | 44.47 | 450% |
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