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QCBGX vs RLBFX
QCBGX vs RLBFX Comparison
Open Charts QCBGX vs RLBFX
Federated Hermes MDT Balanced C
Price$21.96
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets274.62M
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
QCBGX vs RLBFX Comparison Chart in %
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QCBGX vs. RLBFX commentary
Jul 01, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 250B vs. QCBGX (275M). RLBFX pays higher dividends than QCBGX: RLBFX (2.18) vs QCBGX (0.65). QCBGX was incepted earlier than RLBFX: QCBGX (20 years) vs RLBFX (23 years). QCBGX (2.12) is less costly to investors than RLBFX (0.29). QCBGX is a more actively managed with annual turnover of: 68.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than QCBGX: RLBFX (250) vs QCBGX (1500). RLBFX annual gain was more profitable for investors over the last year : 7.90 vs. QCBGX (2.68). RLBFX return over 5 years is better than : 44.86 vs. QCBGX (22.29).
| QCBGX | RLBFX | QCBGX / RLBFX | |
| Total Expense Ratio | 2.12 | 0.29 | 731% |
| Annual Report Gross Expense Ratio | 2.12 | 0.29 | 731% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 6.036 | 7.138 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 275M | 250B | 0% |
| Annual Yield % from dividends | 0.65 | 2.18 | 30% |
| Returns for 1 year | 2.68 | 7.90 | 34% |
| Returns for 3 years | 21.82 | 35.14 | 62% |
| Returns for 5 years | 22.29 | 44.86 | 50% |
| Returns for 10 years | 38.58 | 67.01 | 58% |