Ad is loading...
RBAIX vs RLBEX
RBAIX vs RLBEX Comparison
Open Charts RBAIX vs RLBEX
T. Rowe Price Balanced I
Price$26.23
Change-$2.09 (-7.38%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
RBAIX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RBAIX vs. RLBEX 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 RBAIX is a StrongBuy and RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. RBAIX (4.76B). RLBEX pays higher dividends than RBAIX: RLBEX (2.24) vs RBAIX (2.07). RBAIX was incepted earlier than RLBEX: RBAIX (9 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. RBAIX (40.90). RLBEX has a lower initial minimum investment than RBAIX: RLBEX (250) vs RBAIX (500000). RBAIX annual gain was more profitable for investors over the last year : 13.55 vs. RLBEX (12.54). RLBEX return over 5 years is better than : 32.64 vs. RBAIX (23.64).
| RBAIX | RLBEX | RBAIX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.208 | 11.518 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 241B | 2% |
| Annual Yield % from dividends | 2.07 | 2.24 | 92% |
| Returns for 1 year | 13.55 | 12.54 | 108% |
| Returns for 3 years | 8.66 | 11.73 | 74% |
| Returns for 5 years | 23.64 | 32.64 | 72% |
| Returns for 10 years | N/A | 48.28 | - |