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QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$22.10
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets275.76M
American Funds American Balanced R1
Price$36.35
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
QCBGX vs RLBAX Comparison Chart in %
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QCBGX vs. RLBAX commentary
Jul 03, 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: 251B vs. QCBGX (276M). RLBAX pays higher dividends than QCBGX: RLBAX (1.18) vs QCBGX (0.63). 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 : 7.53 vs. QCBGX (3.48). RLBAX return over 5 years is better than : 36.33 vs. QCBGX (19.82).
| 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 | 6.519 | 7.091 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 276M | 251B | 0% |
| Annual Yield % from dividends | 0.63 | 1.18 | 53% |
| Returns for 1 year | 3.48 | 7.53 | 46% |
| Returns for 3 years | 22.24 | 31.76 | 70% |
| Returns for 5 years | 19.82 | 36.33 | 55% |
| Returns for 10 years | 38.71 | 56.93 | 68% |