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QKBGX vs RLBFX
QKBGX vs RLBFX Comparison
Open Charts QKBGX vs RLBFX
Federated Hermes MDT Balanced R6
Price$21.43
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets260.21M
American Funds American Balanced R5
Price$34.41
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
QKBGX vs RLBFX Comparison Chart
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QKBGX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. QKBGX (260M). 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 (0.29). QKBGX is a more actively managed with annual turnover of: 68.00 vs. RLBFX (44.00). 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 : 4.53 vs. QKBGX (0.75). RLBFX return over 5 years is better than : 38.35 vs. QKBGX (29.05).
| QKBGX | RLBFX | QKBGX / RLBFX | |
| Total Expense Ratio | 1.06 | 0.29 | 366% |
| Annual Report Gross Expense Ratio | 1.06 | 0.29 | 366% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.990 | 0.441 | 225% |
| 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 | 2.26 | 70% |
| Returns for 1 year | 0.75 | 4.53 | 17% |
| Returns for 3 years | 16.32 | 22.43 | 73% |
| Returns for 5 years | 29.05 | 38.35 | 76% |
| Returns for 10 years | 41.18 | 53.51 | 77% |
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