Interact to see
Advertisement
Advertisement
POCAX vs RLBGX
POCAX vs RLBGX Comparison
Open Charts POCAX vs RLBGX
Aristotle Portfolio Optimization Mod A
Price$12.31
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets682.81M
American Funds American Balanced R6
Price$36.86
Change-$0.12 (-0.32%)
VolumeN/A
Net Assets252.9B
POCAX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
POCAX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 253B vs. POCAX (683M). POCAX pays higher dividends than RLBGX: POCAX (2.80) vs RLBGX (2.15). POCAX was incepted earlier than RLBGX: POCAX (22 years) vs RLBGX (16 years). POCAX (1.12) is less costly to investors than RLBGX (0.25). POCAX is a more actively managed with annual turnover of: 62.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than POCAX: RLBGX (250) vs POCAX (1000). POCAX annual gain was more profitable for investors over the last year : 9.79 vs. RLBGX (7.17). RLBGX return over 5 years is better than : 42.13 vs. POCAX (8.14).
| POCAX | RLBGX | POCAX / RLBGX | |
| Total Expense Ratio | 1.12 | 0.25 | 448% |
| Annual Report Gross Expense Ratio | 1.12 | 0.25 | 448% |
| Fund Existence | 22 years | 16 years | - |
| Gain YTD | 6.736 | 8.142 | 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 | 2.15 | 131% |
| Returns for 1 year | 9.79 | 7.17 | 136% |
| Returns for 3 years | 11.53 | 37.30 | 31% |
| Returns for 5 years | 8.14 | 42.13 | 19% |
| Returns for 10 years | 3.63 | 66.20 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SOLR | 28.56 | 0.22 | +0.77% |
| SmartETFs Sustainable Energy II ETF | |||
| FMAR | 44.98 | -0.01 | -0.02% |
| FT Vest US Equity Buffer ETF Mar | |||
| SPLG | 73.35 | -0.28 | -0.38% |
| SPDR® Portfolio S&P 500® ETF | |||
| JHCB | 21.27 | -0.10 | -0.49% |
| JHancock Corporate Bond ETF | |||
| PBE | 66.14 | -1.16 | -1.73% |
| Invesco Biotechnology & Genome ETF | |||