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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$21.60
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets244.84M
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
QKBGX vs RLBAX Comparison Chart
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QKBGX vs. RLBAX commentary
Jan 19, 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 Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. QKBGX (245M). 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 : 11.41 vs. QKBGX (9.50). RLBAX return over 5 years is better than : 25.82 vs. QKBGX (19.78).
| 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 | 1.791 | 1.911 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 240B | 0% |
| Annual Yield % from dividends | 1.72 | 1.59 | 108% |
| Returns for 1 year | 9.50 | 11.41 | 83% |
| Returns for 3 years | 6.01 | 10.53 | 57% |
| Returns for 5 years | 19.78 | 25.82 | 77% |
| Returns for 10 years | 47.19 | 49.89 | 95% |