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QKBGX vs RLBCX
QKBGX vs RLBCX Comparison
Open Charts QKBGX vs RLBCX
Federated Hermes MDT Balanced R6
Price$22.24
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets268.15M
American Funds American Balanced R3
Price$35.58
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
QKBGX vs RLBCX Comparison Chart
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QKBGX vs. RLBCX commentary
Jun 07, 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: 243B vs. QKBGX (268M). RLBCX pays higher dividends than QKBGX: RLBCX (1.63) vs QKBGX (1.54). 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 : 6.77 vs. QKBGX (2.86). RLBCX return over 5 years is better than : 32.95 vs. QKBGX (23.61).
| 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 | 4.383 | 4.555 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268M | 243B | 0% |
| Annual Yield % from dividends | 1.54 | 1.63 | 94% |
| Returns for 1 year | 2.86 | 6.77 | 42% |
| Returns for 3 years | 16.07 | 21.28 | 76% |
| Returns for 5 years | 23.61 | 32.95 | 72% |
| Returns for 10 years | 47.59 | 56.45 | 84% |
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