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RBAIX vs RLBAX
RBAIX vs RLBAX Comparison
Open Charts RBAIX vs RLBAX
T. Rowe Price Balanced I
Price$28.02
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R1
Price$35.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RBAIX vs RLBAX Comparison Chart
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RBAIX vs. RLBAX commentary
Sep 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 RBAIX is a Buy and RLBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. RBAIX (4.73B). RBAIX pays higher dividends than RLBAX: RBAIX (2.07) vs RLBAX (1.59). RBAIX was incepted earlier than RLBAX: RBAIX (9 years) vs RLBAX (22 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. RBAIX (40.90). RLBAX has a lower initial minimum investment than RBAIX: RLBAX (250) vs RBAIX (500000). RLBAX annual gain was more profitable for investors over the last year : 20.05 vs. RBAIX (18.12). RLBAX return over 5 years is better than : 33.47 vs. RBAIX (25.43).
| RBAIX | RLBAX | RBAIX / RLBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | 12.465 | 12.125 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 235B | 2% |
| Annual Yield % from dividends | 2.07 | 1.59 | 130% |
| Returns for 1 year | 18.12 | 20.05 | 90% |
| Returns for 3 years | -0.88 | 10.53 | -8% |
| Returns for 5 years | 25.43 | 33.47 | 76% |
| Returns for 10 years | N/A | 44.81 | - |