Interact to see
Advertisement
Advertisement
QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$22.96
Change-$0.08 (-0.35%)
VolumeN/A
Net Assets298.62M
American Funds American Balanced R1
Price$38.56
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
QCBGX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QCBGX vs. RLBAX commentary
Oct 08, 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: 266B vs. QCBGX (299M). RLBAX pays higher dividends than QCBGX: RLBAX (1.10) vs QCBGX (0.61). QCBGX was incepted earlier than RLBAX: QCBGX (20 years) vs RLBAX (23 years). QCBGX (2.12) is less costly to investors than RLBAX (1.31). QCBGX is a more actively managed with annual turnover of: 68.00 vs. RLBAX (44.00). 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 : 9.12 vs. QCBGX (3.13). RLBAX return over 5 years is better than : 38.04 vs. QCBGX (18.72).
| QCBGX | RLBAX | QCBGX / RLBAX | |
| Total Expense Ratio | 2.12 | 1.31 | 162% |
| Annual Report Gross Expense Ratio | 2.12 | 1.31 | 162% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 11.251 | 13.770 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 266B | 0% |
| Annual Yield % from dividends | 0.61 | 1.10 | 55% |
| Returns for 1 year | 3.13 | 9.12 | 34% |
| Returns for 3 years | 32.45 | 47.98 | 68% |
| Returns for 5 years | 18.72 | 38.04 | 49% |
| Returns for 10 years | 49.31 | 68.72 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement