Ad is loading...
QKBGX vs RLBEX
QKBGX vs RLBEX Comparison
Open Charts QKBGX vs RLBEX
Federated Hermes MDT Balanced R6
Price$20.68
Change-$0.66 (-3.09%)
VolumeN/A
Net Assets258.18M
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
QKBGX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
QKBGX vs. RLBEX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. QKBGX (258M). RLBEX pays higher dividends than QKBGX: RLBEX (1.97) 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 (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (68.00). 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 : 1.35 vs. QKBGX (0.61). RLBEX (46.09) and QKBGX (45.94) have equivalent 5 years return.
| QKBGX | RLBEX | QKBGX / RLBEX | |
| Total Expense Ratio | 1.06 | 0.60 | 177% |
| Annual Report Gross Expense Ratio | 1.06 | 0.60 | 177% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.566 | -2.180 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258M | 235B | 0% |
| Annual Yield % from dividends | 1.59 | 1.97 | 81% |
| Returns for 1 year | 0.61 | 1.35 | 45% |
| Returns for 3 years | 5.43 | 9.13 | 59% |
| Returns for 5 years | 45.94 | 46.09 | 100% |
| Returns for 10 years | 40.17 | 49.74 | 81% |
View a ticker or compare two or three
VS
VS
Ad is loading...