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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$23.43
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets286.75M
American Funds American Balanced R1
Price$37.34
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
QKBGX vs RLBAX Comparison Chart in %
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QKBGX vs. RLBAX commentary
Aug 30, 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: 255B vs. QKBGX (287M). QKBGX pays higher dividends than RLBAX: QKBGX (1.48) vs RLBAX (1.17). 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 : 7.23 vs. QKBGX (4.05). RLBAX return over 5 years is better than : 33.12 vs. QKBGX (22.71).
| 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 | 10.179 | 10.068 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 287M | 255B | 0% |
| Annual Yield % from dividends | 1.48 | 1.17 | 126% |
| Returns for 1 year | 4.05 | 7.23 | 56% |
| Returns for 3 years | 26.78 | 32.96 | 81% |
| Returns for 5 years | 22.71 | 33.12 | 69% |
| Returns for 10 years | 61.30 | 66.60 | 92% |
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