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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$21.70
Change-$0.09 (-0.41%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$34.76
Change-$0.19 (-0.54%)
VolumeN/A
CapitalizationN/A
QKBGX vs RLBAX Comparison Chart
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QKBGX vs. RLBAX commentary
Dec 19, 2024
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 StrongBuy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 230B vs. QKBGX (244M). 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 : 11.90 vs. QKBGX (10.81). RLBAX return over 5 years is better than : 28.83 vs. QKBGX (23.36).
| 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 | 9.954 | 10.911 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 230B | 0% |
| Annual Yield % from dividends | 1.72 | 1.59 | 108% |
| Returns for 1 year | 10.81 | 11.90 | 91% |
| Returns for 3 years | 5.21 | 10.12 | 51% |
| Returns for 5 years | 23.36 | 28.83 | 81% |
| Returns for 10 years | 45.97 | 40.93 | 112% |
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