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RBAIX vs RLBEX
RBAIX vs RLBEX Comparison
Open Charts RBAIX vs RLBEX
T. Rowe Price Balanced I
Price$27.06
Change-$0.04 (-0.15%)
VolumeN/A
Net Assets4.66B
American Funds American Balanced R4
Price$34.79
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.69B
RBAIX vs RLBEX Comparison Chart
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RBAIX vs. RLBEX 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 RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 238B vs. RBAIX (4.66B). RBAIX pays higher dividends than RLBEX: RBAIX (2.21) vs RLBEX (1.98). RBAIX was incepted earlier than RLBEX: RBAIX (9 years) vs RLBEX (23 years). RLBEX (0.59) is less costly to investors than RBAIX (0.52). RLBEX is a more actively managed with annual turnover of: 44.00 vs. RBAIX (39.20). RLBEX has a lower initial minimum investment than RBAIX: RLBEX (250) vs RBAIX (500000). RLBEX annual gain was more profitable for investors over the last year : 4.75 vs. RBAIX (3.09). RLBEX return over 5 years is better than : 38.04 vs. RBAIX (27.35).
| RBAIX | RLBEX | RBAIX / RLBEX | |
| Total Expense Ratio | 0.47 | 0.59 | 80% |
| Annual Report Gross Expense Ratio | 0.52 | 0.59 | 88% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 3.630 | 1.976 | 184% |
| 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 | 1.98 | 112% |
| Returns for 1 year | 3.09 | 4.75 | 65% |
| Returns for 3 years | 19.84 | 22.57 | 88% |
| Returns for 5 years | 27.35 | 38.04 | 72% |
| Returns for 10 years | N/A | 54.30 | - |
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