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QIBGX vs RLBAX
QIBGX vs RLBAX Comparison
Open Charts QIBGX vs RLBAX
Federated Hermes MDT Balanced IS
Price$21.85
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets263.3M
American Funds American Balanced R1
Price$34.49
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
QIBGX vs RLBAX Comparison Chart
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QIBGX vs. RLBAX commentary
May 25, 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: 237B vs. QIBGX (263M). QIBGX pays higher dividends than RLBAX: QIBGX (1.54) vs RLBAX (1.28). QIBGX was incepted earlier than RLBAX: QIBGX (23 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than QIBGX (1.12). QIBGX is a more actively managed with annual turnover of: 68.00 vs. RLBAX (44.00). 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 : 4.45 vs. QIBGX (1.97). RLBAX return over 5 years is better than : 33.58 vs. QIBGX (29.73).
| QIBGX | RLBAX | QIBGX / RLBAX | |
| Total Expense Ratio | 1.09 | 1.31 | 83% |
| Annual Report Gross Expense Ratio | 1.12 | 1.31 | 85% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 2.630 | 1.538 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 237B | 0% |
| Annual Yield % from dividends | 1.54 | 1.28 | 121% |
| Returns for 1 year | 1.97 | 4.45 | 44% |
| Returns for 3 years | 18.61 | 20.04 | 93% |
| Returns for 5 years | 29.73 | 33.58 | 89% |
| Returns for 10 years | 43.97 | 46.64 | 94% |
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