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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$21.43
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets260.21M
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
QKBGX vs RLBAX Comparison Chart
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QKBGX vs. RLBAX commentary
May 11, 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: 234B vs. QKBGX (260M). QKBGX pays higher dividends than RLBAX: QKBGX (1.59) vs RLBAX (1.28). 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 : 3.43 vs. QKBGX (0.75). RLBAX return over 5 years is better than : 32.37 vs. QKBGX (29.05).
| 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 | 0.990 | 0.096 | 1,036% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 234B | 0% |
| Annual Yield % from dividends | 1.59 | 1.28 | 125% |
| Returns for 1 year | 0.75 | 3.43 | 22% |
| Returns for 3 years | 16.32 | 19.38 | 84% |
| Returns for 5 years | 29.05 | 32.37 | 90% |
| Returns for 10 years | 41.18 | 44.68 | 92% |