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QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$21.52
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets268.34M
American Funds American Balanced R1
Price$35.38
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
QCBGX vs RLBAX Comparison Chart
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QCBGX vs. RLBAX commentary
Jun 06, 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: 244B vs. QCBGX (268M). RLBAX pays higher dividends than QCBGX: RLBAX (1.23) 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 (1.31). 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 : 6.12 vs. QCBGX (1.47). RLBAX return over 5 years is better than : 30.42 vs. QCBGX (16.56).
| 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 | 4.008 | 4.247 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 244B | 0% |
| Annual Yield % from dividends | 0.65 | 1.23 | 53% |
| Returns for 1 year | 1.47 | 6.12 | 24% |
| Returns for 3 years | 12.82 | 20.80 | 62% |
| Returns for 5 years | 16.56 | 30.42 | 54% |
| Returns for 10 years | 35.36 | 52.56 | 67% |
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