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QKBGX vs RLBCX
QKBGX vs RLBCX Comparison
Open Charts QKBGX vs RLBCX
Federated Hermes MDT Balanced R6
Price$21.70
Change-$0.09 (-0.41%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
QKBGX vs RLBCX Comparison Chart
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QKBGX vs. RLBCX commentary
Dec 19, 2024
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 StrongBuy and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 230B vs. QKBGX (244M). RLBCX pays higher dividends than QKBGX: RLBCX (1.98) vs QKBGX (1.72). QKBGX was incepted earlier than RLBCX: QKBGX (18 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (104.00). 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 : 12.29 vs. QKBGX (10.81). RLBCX return over 5 years is better than : 31.08 vs. QKBGX (23.36).
| QKBGX | RLBCX | QKBGX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 9.954 | 11.296 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 230B | 0% |
| Annual Yield % from dividends | 1.72 | 1.98 | 87% |
| Returns for 1 year | 10.81 | 12.29 | 88% |
| Returns for 3 years | 5.21 | 11.08 | 47% |
| Returns for 5 years | 23.36 | 31.08 | 75% |
| Returns for 10 years | 45.97 | 44.10 | 104% |