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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$22.24
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets268.15M
American Funds American Balanced R1
Price$35.45
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
QKBGX vs RLBAX Comparison Chart
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QKBGX vs. RLBAX commentary
Jun 07, 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: 243B vs. QKBGX (268M). QKBGX pays higher dividends than RLBAX: QKBGX (1.54) vs RLBAX (1.23). QKBGX was incepted earlier than RLBAX: QKBGX (18 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 : 6.30 vs. QKBGX (2.86). RLBAX return over 5 years is better than : 30.57 vs. QKBGX (23.61).
| QKBGX | RLBAX | QKBGX / RLBAX | |
| Total Expense Ratio | 1.06 | 1.31 | 81% |
| Annual Report Gross Expense Ratio | 1.06 | 1.31 | 81% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 4.383 | 4.364 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 243B | 0% |
| Annual Yield % from dividends | 1.54 | 1.23 | 125% |
| Returns for 1 year | 2.86 | 6.30 | 45% |
| Returns for 3 years | 16.07 | 20.02 | 80% |
| Returns for 5 years | 23.61 | 30.57 | 77% |
| Returns for 10 years | 47.59 | 52.75 | 90% |