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QKBGX vs RLBEX
QKBGX vs RLBEX Comparison
Open Charts QKBGX vs RLBEX
Federated Hermes MDT Balanced R6
Price$22.24
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets268.15M
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
QKBGX vs RLBEX Comparison Chart
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QKBGX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. QKBGX (268M). RLBEX pays higher dividends than QKBGX: RLBEX (1.90) vs QKBGX (1.54). QKBGX was incepted earlier than RLBEX: QKBGX (18 years) vs RLBEX (23 years). QKBGX (1.06) is less costly to investors than RLBEX (0.59). QKBGX is a more actively managed with annual turnover of: 68.00 vs. RLBEX (44.00). QKBGX has a lower initial minimum investment than RLBEX: QKBGX (0) vs RLBEX (250). RLBEX annual gain was more profitable for investors over the last year : 7.11 vs. QKBGX (2.86). RLBEX return over 5 years is better than : 34.72 vs. QKBGX (23.61).
| QKBGX | RLBEX | QKBGX / RLBEX | |
| Total Expense Ratio | 1.06 | 0.59 | 180% |
| Annual Report Gross Expense Ratio | 1.06 | 0.59 | 180% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 4.383 | 4.698 | 93% |
| 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 | 1.90 | 81% |
| Returns for 1 year | 2.86 | 7.11 | 40% |
| Returns for 3 years | 16.07 | 22.20 | 72% |
| Returns for 5 years | 23.61 | 34.72 | 68% |
| Returns for 10 years | 47.59 | 61.31 | 78% |