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POCAX vs RLBFX
POCAX vs RLBFX Comparison
Open Charts POCAX vs RLBFX
Aristotle Portfolio Optimization Mod A
Price$12.31
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets682.81M
American Funds American Balanced R5
Price$36.89
Change-$0.13 (-0.35%)
VolumeN/A
Net Assets252.9B
POCAX vs RLBFX Comparison Chart in %
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POCAX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. POCAX (683M). POCAX pays higher dividends than RLBFX: POCAX (2.80) vs RLBFX (2.10). POCAX was incepted earlier than RLBFX: POCAX (22 years) vs RLBFX (23 years). POCAX (1.12) is less costly to investors than RLBFX (0.29). POCAX is a more actively managed with annual turnover of: 62.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than POCAX: RLBFX (250) vs POCAX (1000). POCAX annual gain was more profitable for investors over the last year : 9.79 vs. RLBFX (7.08). RLBFX return over 5 years is better than : 41.84 vs. POCAX (8.14).
| POCAX | RLBFX | POCAX / RLBFX | |
| Total Expense Ratio | 1.12 | 0.29 | 386% |
| Annual Report Gross Expense Ratio | 1.12 | 0.29 | 386% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 6.736 | 8.076 | 83% |
| 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 | 2.10 | 134% |
| Returns for 1 year | 9.79 | 7.08 | 138% |
| Returns for 3 years | 11.53 | 37.09 | 31% |
| Returns for 5 years | 8.14 | 41.84 | 19% |
| Returns for 10 years | 3.63 | 65.77 | 6% |
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