Ad is loading...
QKBGX vs RLBEX
QKBGX vs RLBEX Comparison
Open Charts QKBGX vs RLBEX
Federated Hermes MDT Balanced R6
Price$21.43
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets260.21M
American Funds American Balanced R4
Price$34.28
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
QKBGX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
QKBGX vs. RLBEX commentary
May 11, 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: 234B vs. QKBGX (260M). RLBEX pays higher dividends than QKBGX: RLBEX (1.98) vs QKBGX (1.59). 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 : 4.20 vs. QKBGX (0.75). RLBEX return over 5 years is better than : 36.57 vs. QKBGX (29.05).
| 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 | 0.990 | 0.337 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 234B | 0% |
| Annual Yield % from dividends | 1.59 | 1.98 | 80% |
| Returns for 1 year | 0.75 | 4.20 | 18% |
| Returns for 3 years | 16.32 | 21.53 | 76% |
| Returns for 5 years | 29.05 | 36.57 | 79% |
| Returns for 10 years | 41.18 | 52.73 | 78% |