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QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$21.07
Change+$0.09 (+0.43%)
VolumeN/A
Net Assets244.84M
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
QCBGX vs RLBAX Comparison Chart
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QCBGX vs. RLBAX commentary
Jan 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. QCBGX (245M). 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 : 11.41 vs. QCBGX (8.04). RLBAX return over 5 years is better than : 25.82 vs. QCBGX (12.93).
| 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 | 1.738 | 1.911 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 240B | 0% |
| Annual Yield % from dividends | 0.63 | 1.59 | 40% |
| Returns for 1 year | 8.04 | 11.41 | 70% |
| Returns for 3 years | 2.28 | 10.53 | 22% |
| Returns for 5 years | 12.93 | 25.82 | 50% |
| Returns for 10 years | 35.44 | 49.89 | 71% |
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