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RBAIX vs RLBFX
RBAIX vs RLBFX Comparison
Open Charts RBAIX vs RLBFX
T. Rowe Price Balanced I
Price$27.47
Change+$0.10 (+0.37%)
VolumeN/A
Net Assets4.7B
American Funds American Balanced R5
Price$35.60
Change+$0.14 (+0.39%)
VolumeN/A
Net Assets241.02B
RBAIX vs RLBFX Comparison Chart
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RBAIX vs. RLBFX commentary
Jun 03, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. RBAIX (4.7B). RLBFX (2.18) and RBAIX (2.15) 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 (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 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 : 7.80 vs. RBAIX (4.47). RLBFX return over 5 years is better than : 37.05 vs. RBAIX (22.40).
| RBAIX | RLBFX | RBAIX / RLBFX | |
| Total Expense Ratio | 0.47 | 0.29 | 162% |
| Annual Report Gross Expense Ratio | 0.52 | 0.29 | 179% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 4.701 | 3.914 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 241B | 2% |
| Annual Yield % from dividends | 2.15 | 2.18 | 98% |
| Returns for 1 year | 4.47 | 7.80 | 57% |
| Returns for 3 years | 18.87 | 22.87 | 83% |
| Returns for 5 years | 22.40 | 37.05 | 60% |
| Returns for 10 years | N/A | 60.09 | - |
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