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QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$21.25
Change-$0.25 (-1.16%)
VolumeN/A
Net Assets252.17M
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
QCBGX vs RLBAX Comparison Chart
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QCBGX vs. RLBAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. QCBGX (252M). RLBAX pays higher dividends than QCBGX: RLBAX (1.59) vs QCBGX (0.63). QCBGX was incepted earlier than RLBAX: QCBGX (19 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. QCBGX (104.00). 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 : 8.36 vs. QCBGX (4.96). RLBAX return over 5 years is better than : 26.04 vs. QCBGX (14.01).
| QCBGX | RLBAX | QCBGX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 2.607 | 2.764 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 242B | 0% |
| Annual Yield % from dividends | 0.63 | 1.59 | 40% |
| Returns for 1 year | 4.96 | 8.36 | 59% |
| Returns for 3 years | 6.73 | 15.63 | 43% |
| Returns for 5 years | 14.01 | 26.04 | 54% |
| Returns for 10 years | 31.46 | 46.53 | 68% |