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QKBGX vs RLBFX
QKBGX vs RLBFX Comparison
Open Charts QKBGX vs RLBFX
Federated Hermes MDT Balanced R6
Price$21.70
Change-$0.09 (-0.41%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$35.13
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
QKBGX vs RLBFX Comparison Chart
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QKBGX vs. RLBFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 230B vs. QKBGX (244M). 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 : 12.81 vs. QKBGX (10.81). RLBFX return over 5 years is better than : 34.29 vs. QKBGX (23.36).
| 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 | 9.954 | 11.792 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 230B | 0% |
| Annual Yield % from dividends | 1.72 | 2.50 | 69% |
| Returns for 1 year | 10.81 | 12.81 | 84% |
| Returns for 3 years | 5.21 | 12.40 | 42% |
| Returns for 5 years | 23.36 | 34.29 | 68% |
| Returns for 10 years | 45.97 | 48.83 | 94% |
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