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QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$20.58
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets254.83M
American Funds American Balanced R1
Price$33.82
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets232.71B
QCBGX vs RLBAX Comparison Chart
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QCBGX vs. RLBAX commentary
Apr 02, 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 QCBGX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 233B vs. QCBGX (255M). RLBAX pays higher dividends than QCBGX: RLBAX (1.25) vs QCBGX (0.65). QCBGX was incepted earlier than RLBAX: QCBGX (20 years) vs RLBAX (23 years). QCBGX (2.12) is less costly to investors than RLBAX (1.33). RLBAX is a more actively managed with annual turnover of: 171.00 vs. QCBGX (68.00). RLBAX has a lower initial minimum investment than QCBGX: RLBAX (250) vs QCBGX (1500). RLBAX annual gain was more profitable for investors over the last year : 2.08 vs. QCBGX (-2.14). RLBAX return over 5 years is better than : 45.39 vs. QCBGX (36.40).
| QCBGX | RLBAX | QCBGX / RLBAX | |
| Total Expense Ratio | 2.12 | 1.33 | 159% |
| Annual Report Gross Expense Ratio | 2.12 | 1.33 | 159% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | -0.628 | -0.434 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255M | 233B | 0% |
| Annual Yield % from dividends | 0.65 | 1.25 | 52% |
| Returns for 1 year | -2.14 | 2.08 | -103% |
| Returns for 3 years | 1.21 | 9.69 | 12% |
| Returns for 5 years | 36.40 | 45.39 | 80% |
| Returns for 10 years | 28.16 | 45.26 | 62% |