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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$21.81
Change-$0.25 (-1.13%)
VolumeN/A
Net Assets252.17M
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
QKBGX vs RLBAX Comparison Chart
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QKBGX vs. RLBAX commentary
Feb 23, 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 QKBGX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 242B vs. QKBGX (252M). QKBGX pays higher dividends than RLBAX: QKBGX (1.72) vs RLBAX (1.59). QKBGX was incepted earlier than RLBAX: QKBGX (18 years) vs RLBAX (23 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (104.00). QKBGX has a lower initial minimum investment than RLBAX: QKBGX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 8.36 vs. QKBGX (6.38). RLBAX return over 5 years is better than : 26.04 vs. QKBGX (21.01).
| QKBGX | RLBAX | QKBGX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 2.780 | 2.764 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252M | 242B | 0% |
| Annual Yield % from dividends | 1.72 | 1.59 | 108% |
| Returns for 1 year | 6.38 | 8.36 | 76% |
| Returns for 3 years | 10.68 | 15.63 | 68% |
| Returns for 5 years | 21.01 | 26.04 | 81% |
| Returns for 10 years | 43.00 | 46.53 | 92% |
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