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QKBGX vs RLBCX
QKBGX vs RLBCX Comparison
Open Charts QKBGX vs RLBCX
Federated Hermes MDT Balanced R6
Price$21.60
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets244.84M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
QKBGX vs RLBCX Comparison Chart
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QKBGX vs. RLBCX commentary
Jan 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. QKBGX (245M). 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 : 11.92 vs. QKBGX (9.50). RLBCX return over 5 years is better than : 28.12 vs. QKBGX (19.78).
| 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 | 1.791 | 1.935 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245M | 240B | 0% |
| Annual Yield % from dividends | 1.72 | 1.98 | 87% |
| Returns for 1 year | 9.50 | 11.92 | 80% |
| Returns for 3 years | 6.01 | 11.58 | 52% |
| Returns for 5 years | 19.78 | 28.12 | 70% |
| Returns for 10 years | 47.19 | 53.41 | 88% |