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QABGX vs RLBAX
QABGX vs RLBAX Comparison
Open Charts QABGX vs RLBAX
Federated Hermes MDT Balanced A
Price$20.60
Change+$1.11 (+5.70%)
VolumeN/A
Net Assets235.17M
American Funds American Balanced R1
Price$33.15
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets217.49B
QABGX vs RLBAX Comparison Chart
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QABGX vs. RLBAX commentary
Apr 11, 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 QABGX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 217B vs. QABGX (235M). QABGX (1.33) and RLBAX (1.27) have matching dividends . QABGX was incepted earlier than RLBAX: QABGX (20 years) vs RLBAX (23 years). QABGX (1.37) and RLBAX (1.33) have similar cost to investors . RLBAX is a more actively managed with annual turnover of: 171.00 vs. QABGX (68.00). RLBAX has a lower initial minimum investment than QABGX: RLBAX (250) vs QABGX (1500). RLBAX annual gain was more profitable for investors over the last year : -4.32 vs. QABGX (-8.03). RLBAX return over 5 years is better than : 26.13 vs. QABGX (20.44).
| QABGX | RLBAX | QABGX / RLBAX | |
| Total Expense Ratio | 1.34 | 1.33 | 101% |
| Annual Report Gross Expense Ratio | 1.37 | 1.33 | 103% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -8.153 | -7.147 | 114% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235M | 217B | 0% |
| Annual Yield % from dividends | 1.33 | 1.27 | 105% |
| Returns for 1 year | -8.03 | -4.32 | 186% |
| Returns for 3 years | -2.71 | 3.14 | -86% |
| Returns for 5 years | 20.44 | 26.13 | 78% |
| Returns for 10 years | 25.41 | 34.16 | 74% |
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