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QKBGX vs RLBFX
QKBGX vs RLBFX Comparison
Open Charts QKBGX vs RLBFX
Federated Hermes MDT Balanced R6
Price$20.68
Change-$0.66 (-3.09%)
VolumeN/A
Net Assets258.18M
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
QKBGX vs RLBFX Comparison Chart
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QKBGX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. QKBGX (258M). RLBFX pays higher dividends than QKBGX: RLBFX (2.26) vs QKBGX (1.59). QKBGX was incepted earlier than RLBFX: QKBGX (18 years) vs RLBFX (23 years). QKBGX (1.06) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (68.00). 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 : 1.68 vs. QKBGX (0.61). RLBFX (48.03) and QKBGX (45.94) have equivalent 5 years return.
| QKBGX | RLBFX | QKBGX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.30 | 353% |
| Annual Report Gross Expense Ratio | 1.06 | 0.30 | 353% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.566 | -2.099 | -27% |
| 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 | 2.26 | 71% |
| Returns for 1 year | 0.61 | 1.68 | 36% |
| Returns for 3 years | 5.43 | 9.95 | 55% |
| Returns for 5 years | 45.94 | 48.03 | 96% |
| Returns for 10 years | 40.17 | 50.46 | 80% |
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