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QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$20.82
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets259.79M
American Funds American Balanced R1
Price$34.02
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets234.05B
QCBGX vs RLBAX Comparison Chart
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QCBGX vs. RLBAX commentary
May 09, 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: 234B vs. QCBGX (260M). RLBAX pays higher dividends than QCBGX: RLBAX (1.28) vs QCBGX (0.67). 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 : 3.92 vs. QCBGX (-0.06). RLBAX return over 5 years is better than : 32.45 vs. QCBGX (21.42).
| 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 | 0.483 | 0.154 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 234B | 0% |
| Annual Yield % from dividends | 0.67 | 1.28 | 52% |
| Returns for 1 year | -0.06 | 3.92 | -1% |
| Returns for 3 years | 12.43 | 19.69 | 63% |
| Returns for 5 years | 21.42 | 32.45 | 66% |
| Returns for 10 years | 29.28 | 44.47 | 66% |