Interact to see
Advertisement
Advertisement
RBAIX vs RLBCX
RBAIX vs RLBCX Comparison
Open Charts RBAIX vs RLBCX
T. Rowe Price Balanced I
Price$27.06
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets4.66B
American Funds American Balanced R3
Price$34.61
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets237.69B
RBAIX vs RLBCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RBAIX vs. RLBCX commentary
May 24, 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 RBAIX is a StrongBuy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. RBAIX (4.66B). RBAIX pays higher dividends than RLBCX: RBAIX (2.21) vs RLBCX (1.70). RBAIX was incepted earlier than RLBCX: RBAIX (9 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than RBAIX (0.52). RLBCX is a more actively managed with annual turnover of: 44.00 vs. RBAIX (39.20). RLBCX has a lower initial minimum investment than RBAIX: RLBCX (250) vs RBAIX (500000). RLBCX annual gain was more profitable for investors over the last year : 4.44 vs. RBAIX (3.09). RLBCX return over 5 years is better than : 36.27 vs. RBAIX (27.35).
| RBAIX | RLBCX | RBAIX / RLBCX | |
| Total Expense Ratio | 0.47 | 0.89 | 53% |
| Annual Report Gross Expense Ratio | 0.52 | 0.89 | 58% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.630 | 1.881 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.66B | 238B | 2% |
| Annual Yield % from dividends | 2.21 | 1.70 | 131% |
| Returns for 1 year | 3.09 | 4.44 | 70% |
| Returns for 3 years | 19.84 | 21.68 | 92% |
| Returns for 5 years | 27.35 | 36.27 | 75% |
| Returns for 10 years | N/A | 49.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement