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RBAIX vs RLBFX
RBAIX vs RLBFX Comparison
Open Charts RBAIX vs RLBFX
T. Rowe Price Balanced I
Price$25.69
Change+$1.27 (+5.20%)
VolumeN/A
Net Assets4.23B
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets217.49B
RBAIX vs RLBFX Comparison Chart
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RBAIX vs. RLBFX commentary
Apr 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 RBAIX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 217B vs. RBAIX (4.23B). RLBFX (2.26) and RBAIX (2.22) have matching dividends . RBAIX was incepted earlier than RLBFX: RBAIX (9 years) vs RLBFX (23 years). RBAIX (0.52) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. RBAIX (39.20). RLBFX has a lower initial minimum investment than RBAIX: RLBFX (250) vs RBAIX (500000). RLBFX annual gain was more profitable for investors over the last year : -3.29 vs. RBAIX (-5.81). RLBFX return over 5 years is better than : 31.81 vs. RBAIX (20.33).
| RBAIX | RLBFX | RBAIX / RLBFX | |
| Total Expense Ratio | 0.47 | 0.30 | 157% |
| Annual Report Gross Expense Ratio | 0.52 | 0.30 | 173% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -6.584 | -6.886 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.23B | 217B | 2% |
| Annual Yield % from dividends | 2.22 | 2.26 | 98% |
| Returns for 1 year | -5.81 | -3.29 | 176% |
| Returns for 3 years | -0.18 | 5.75 | -3% |
| Returns for 5 years | 20.33 | 31.81 | 64% |
| Returns for 10 years | N/A | 42.36 | - |
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