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QKBGX vs RLBCX
QKBGX vs RLBCX Comparison
Open Charts QKBGX vs RLBCX
Federated Hermes MDT Balanced R6
Price$20.68
Change-$0.66 (-3.09%)
VolumeN/A
Net Assets258.18M
American Funds American Balanced R3
Price$33.27
Change-$0.87 (-2.55%)
VolumeN/A
Net Assets235.03B
QKBGX vs RLBCX Comparison Chart
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QKBGX vs. RLBCX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 235B vs. QKBGX (258M). RLBCX pays higher dividends than QKBGX: RLBCX (1.69) 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). RLBCX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (68.00). 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 : 1.03 vs. QKBGX (0.61). QKBGX (45.94) and RLBCX (44.21) have equivalent 5 years return.
| 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 | 0.566 | -2.233 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 235B | 0% |
| Annual Yield % from dividends | 1.59 | 1.69 | 94% |
| Returns for 1 year | 0.61 | 1.03 | 59% |
| Returns for 3 years | 5.43 | 8.35 | 65% |
| Returns for 5 years | 45.94 | 44.21 | 104% |
| Returns for 10 years | 40.17 | 45.29 | 89% |