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QIBGX vs RLBAX
QIBGX vs RLBAX Comparison
Open Charts QIBGX vs RLBAX
Federated Hermes MDT Balanced IS
Price$21.41
Change+$0.12 (+0.56%)
VolumeN/A
Net Assets256.77M
American Funds American Balanced R1
Price$34.04
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets233.54B
QIBGX vs RLBAX Comparison Chart
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QIBGX vs. RLBAX commentary
Apr 04, 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 QIBGX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. QIBGX (257M). QIBGX pays higher dividends than RLBAX: QIBGX (1.54) vs RLBAX (1.27). QIBGX was incepted earlier than RLBAX: QIBGX (23 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than QIBGX (1.12). RLBAX is a more actively managed with annual turnover of: 171.00 vs. QIBGX (68.00). RLBAX has a lower initial minimum investment than QIBGX: RLBAX (250) vs QIBGX (1000000). RLBAX annual gain was more profitable for investors over the last year : 3.49 vs. QIBGX (0.98). QIBGX (45.89) and RLBAX (45.32) have equivalent 5 years return.
| QIBGX | RLBAX | QIBGX / RLBAX | |
| Total Expense Ratio | 1.09 | 1.33 | 82% |
| Annual Report Gross Expense Ratio | 1.12 | 1.33 | 84% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 0.564 | 0.213 | 264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 234B | 0% |
| Annual Yield % from dividends | 1.54 | 1.27 | 121% |
| Returns for 1 year | 0.98 | 3.49 | 28% |
| Returns for 3 years | 5.82 | 10.40 | 56% |
| Returns for 5 years | 45.89 | 45.32 | 101% |
| Returns for 10 years | 41.65 | 46.20 | 90% |
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