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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$22.58
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets272.39M
American Funds American Balanced R1
Price$36.08
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
QKBGX vs RLBAX Comparison Chart in %
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QKBGX vs. RLBAX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 248B vs. QKBGX (272M). QKBGX pays higher dividends than RLBAX: QKBGX (1.54) vs RLBAX (1.23). QKBGX was incepted earlier than RLBAX: QKBGX (19 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than QKBGX (1.06). QKBGX is a more actively managed with annual turnover of: 68.00 vs. RLBAX (44.00). 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 : 6.54 vs. QKBGX (3.26). RLBAX return over 5 years is better than : 38.27 vs. QKBGX (28.71).
| QKBGX | RLBAX | QKBGX / RLBAX | |
| Total Expense Ratio | 1.06 | 1.31 | 81% |
| Annual Report Gross Expense Ratio | 1.06 | 1.31 | 81% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 5.655 | 6.354 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 272M | 248B | 0% |
| Annual Yield % from dividends | 1.54 | 1.23 | 125% |
| Returns for 1 year | 3.26 | 6.54 | 50% |
| Returns for 3 years | 23.76 | 30.13 | 79% |
| Returns for 5 years | 28.71 | 38.27 | 75% |
| Returns for 10 years | 49.84 | 56.75 | 88% |
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