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POCAX vs RLBEX
POCAX vs RLBEX Comparison
Open Charts POCAX vs RLBEX
Aristotle Portfolio Optimization Mod A
Price$12.31
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets682.81M
American Funds American Balanced R4
Price$36.76
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.9B
POCAX vs RLBEX Comparison Chart in %
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POCAX vs. RLBEX commentary
Jul 12, 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. POCAX (683M). POCAX pays higher dividends than RLBEX: POCAX (2.80) vs RLBEX (1.83). POCAX was incepted earlier than RLBEX: POCAX (22 years) vs RLBEX (23 years). POCAX (1.12) is less costly to investors than RLBEX (0.59). POCAX is a more actively managed with annual turnover of: 62.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than POCAX: RLBEX (250) vs POCAX (1000). POCAX annual gain was more profitable for investors over the last year : 9.79 vs. RLBEX (6.76). RLBEX return over 5 years is better than : 40.03 vs. POCAX (8.14).
| POCAX | RLBEX | POCAX / RLBEX | |
| Total Expense Ratio | 1.12 | 0.59 | 190% |
| Annual Report Gross Expense Ratio | 1.12 | 0.59 | 190% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.736 | 7.917 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 253B | 0% |
| Annual Yield % from dividends | 2.80 | 1.83 | 153% |
| Returns for 1 year | 9.79 | 6.76 | 145% |
| Returns for 3 years | 11.53 | 36.01 | 32% |
| Returns for 5 years | 8.14 | 40.03 | 20% |
| Returns for 10 years | 3.63 | 64.87 | 6% |
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