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POCAX vs RLBGX
POCAX vs RLBGX Comparison
Open Charts POCAX vs RLBGX
Aristotle Portfolio Optimization Mod A
Price$12.79
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets691.66M
American Funds American Balanced R6
Price$38.65
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets262.26B
POCAX vs RLBGX Comparison Chart in %
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POCAX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 262B vs. POCAX (692M). POCAX pays higher dividends than RLBGX: POCAX (2.72) vs RLBGX (2.09). 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 : 12.06 vs. RLBGX (10.71). RLBGX return over 5 years is better than : 45.28 vs. POCAX (8.03).
| 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 | 10.449 | 13.394 | 78% |
| 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 | 2.09 | 130% |
| Returns for 1 year | 12.06 | 10.71 | 113% |
| Returns for 3 years | 13.55 | 43.66 | 31% |
| Returns for 5 years | 8.03 | 45.28 | 18% |
| Returns for 10 years | 12.73 | 81.46 | 16% |
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