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KGLCX vs RLBFX
KGLCX vs RLBFX Comparison
Open Charts KGLCX vs RLBFX
Kinetics Global Adv C
Price$15.60
Change-$0.02 (-0.13%)
VolumeN/A
Net Assets64.38M
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
KGLCX vs RLBFX Comparison Chart
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KGLCX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. KGLCX (64.4M). RLBFX pays higher dividends than KGLCX: RLBFX (2.26) vs KGLCX (0.35). KGLCX was incepted earlier than RLBFX: KGLCX (17 years) vs RLBFX (23 years). KGLCX (2.88) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. KGLCX (34.00). RLBFX has a lower initial minimum investment than KGLCX: RLBFX (250) vs KGLCX (2500). KGLCX annual gain was more profitable for investors over the last year : 49.06 vs. RLBFX (5.06). KGLCX return over 5 years is better than : 170.71 vs. RLBFX (38.47).
| KGLCX | RLBFX | KGLCX / RLBFX | |
| Total Expense Ratio | 2.14 | 0.29 | 738% |
| Annual Report Gross Expense Ratio | 2.88 | 0.29 | 993% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 6.348 | 0.528 | 1,202% |
| 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 | 2.26 | 15% |
| Returns for 1 year | 49.06 | 5.06 | 969% |
| Returns for 3 years | 95.60 | 22.75 | 420% |
| Returns for 5 years | 170.71 | 38.47 | 444% |
| Returns for 10 years | 200.04 | 53.33 | 375% |
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