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QKBGX vs RLBFX
QKBGX vs RLBFX Comparison
Open Charts QKBGX vs RLBFX
Federated Hermes MDT Balanced R6
Price$21.98
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets249.3M
American Funds American Balanced R5
Price$35.46
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
QKBGX vs RLBFX Comparison Chart
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QKBGX vs. RLBFX commentary
Jan 31, 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 StrongBuy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. QKBGX (249M). RLBFX pays higher dividends than QKBGX: RLBFX (2.50) vs QKBGX (1.72). QKBGX was incepted earlier than RLBFX: QKBGX (18 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (104.00). QKBGX has a lower initial minimum investment than RLBFX: QKBGX (0) vs RLBFX (250). RLBFX annual gain was more profitable for investors over the last year : 12.41 vs. QKBGX (9.89). RLBFX return over 5 years is better than : 35.52 vs. QKBGX (24.50).
| QKBGX | RLBFX | QKBGX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.582 | 3.111 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 241B | 0% |
| Annual Yield % from dividends | 1.72 | 2.50 | 69% |
| Returns for 1 year | 9.89 | 12.41 | 80% |
| Returns for 3 years | 8.90 | 15.45 | 58% |
| Returns for 5 years | 24.50 | 35.52 | 69% |
| Returns for 10 years | 48.78 | 60.27 | 81% |
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