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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$20.68
Change-$0.66 (-3.09%)
VolumeN/A
Net Assets258.18M
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
QKBGX vs RLBAX Comparison Chart
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QKBGX 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 QKBGX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. QKBGX (258M). QKBGX pays higher dividends than RLBAX: QKBGX (1.59) vs RLBAX (1.27). QKBGX was incepted earlier than RLBAX: QKBGX (18 years) vs RLBAX (23 years). RLBAX (1.33) is less costly to investors than QKBGX (1.06). RLBAX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (68.00). QKBGX has a lower initial minimum investment than RLBAX: QKBGX (0) vs RLBAX (250). QKBGX annual gain was more profitable for investors over the last year : 0.61 vs. RLBAX (0.57). QKBGX return over 5 years is better than : 45.94 vs. RLBAX (41.60).
| QKBGX | RLBAX | QKBGX / RLBAX | |
| Total Expense Ratio | 1.06 | 1.33 | 80% |
| Annual Report Gross Expense Ratio | 1.06 | 1.33 | 80% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.566 | -2.348 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 235B | 0% |
| Annual Yield % from dividends | 1.59 | 1.27 | 125% |
| Returns for 1 year | 0.61 | 0.57 | 107% |
| Returns for 3 years | 5.43 | 7.24 | 75% |
| Returns for 5 years | 45.94 | 41.60 | 110% |
| Returns for 10 years | 40.17 | 41.83 | 96% |
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