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POCAX vs RLBCX
POCAX vs RLBCX Comparison
Open Charts POCAX vs RLBCX
Aristotle Portfolio Optimization Mod A
Price$12.79
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets691.66M
American Funds American Balanced R3
Price$38.32
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
POCAX vs RLBCX Comparison Chart in %
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POCAX vs. RLBCX commentary
Sep 16, 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 POCAX is a Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 262B vs. POCAX (692M). POCAX pays higher dividends than RLBCX: POCAX (2.72) vs RLBCX (1.53). POCAX was incepted earlier than RLBCX: POCAX (22 years) vs RLBCX (23 years). POCAX (1.12) is less costly to investors than RLBCX (0.89). POCAX is a more actively managed with annual turnover of: 62.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than POCAX: RLBCX (250) vs POCAX (1000). POCAX annual gain was more profitable for investors over the last year : 12.06 vs. RLBCX (9.94). RLBCX return over 5 years is better than : 41.27 vs. POCAX (8.03).
| POCAX | RLBCX | POCAX / RLBCX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.449 | 12.865 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 692M | 262B | 0% |
| Annual Yield % from dividends | 2.72 | 1.53 | 177% |
| Returns for 1 year | 12.06 | 9.94 | 121% |
| Returns for 3 years | 13.55 | 40.98 | 33% |
| Returns for 5 years | 8.03 | 41.27 | 19% |
| Returns for 10 years | 12.73 | 74.56 | 17% |
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