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QKBGX vs RLBCX
QKBGX vs RLBCX Comparison
Open Charts QKBGX vs RLBCX
Federated Hermes MDT Balanced R6
Price$21.43
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets260.21M
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
QKBGX vs RLBCX Comparison Chart
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QKBGX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. QKBGX (260M). RLBCX pays higher dividends than QKBGX: RLBCX (1.70) vs QKBGX (1.59). QKBGX was incepted earlier than RLBCX: QKBGX (18 years) vs RLBCX (23 years). QKBGX (1.06) is less costly to investors than RLBCX (0.89). QKBGX is a more actively managed with annual turnover of: 68.00 vs. RLBCX (44.00). QKBGX has a lower initial minimum investment than RLBCX: QKBGX (0) vs RLBCX (250). RLBCX annual gain was more profitable for investors over the last year : 3.86 vs. QKBGX (0.75). RLBCX return over 5 years is better than : 34.81 vs. QKBGX (29.05).
| QKBGX | RLBCX | QKBGX / RLBCX | |
| Total Expense Ratio | 1.06 | 0.89 | 119% |
| Annual Report Gross Expense Ratio | 1.06 | 0.89 | 119% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.990 | 0.235 | 421% |
| 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 | 1.70 | 94% |
| Returns for 1 year | 0.75 | 3.86 | 20% |
| Returns for 3 years | 16.32 | 20.64 | 79% |
| Returns for 5 years | 29.05 | 34.81 | 83% |
| Returns for 10 years | 41.18 | 48.19 | 85% |