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RBAIX vs RLBFX
RBAIX vs RLBFX Comparison
Open Charts RBAIX vs RLBFX
T. Rowe Price Balanced I
Price$28.15
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets4.82B
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
RBAIX vs RLBFX Comparison Chart in %
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RBAIX vs. RLBFX commentary
Jul 05, 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: 252B vs. RBAIX (4.82B). RBAIX (2.15) and RLBFX (2.10) have matching dividends . RBAIX was incepted earlier than RLBFX: RBAIX (10 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 : 8.18 vs. RBAIX (5.53). RLBFX return over 5 years is better than : 43.24 vs. RBAIX (25.93).
| RBAIX | RLBFX | RBAIX / RLBFX | |
| Total Expense Ratio | 0.47 | 0.29 | 162% |
| Annual Report Gross Expense Ratio | 0.52 | 0.29 | 179% |
| Fund Existence | 10 years | 23 years | - |
| Gain YTD | 8.136 | 8.222 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 250 | 200,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.82B | 252B | 2% |
| Annual Yield % from dividends | 2.15 | 2.10 | 102% |
| Returns for 1 year | 5.53 | 8.18 | 68% |
| Returns for 3 years | 29.62 | 36.13 | 82% |
| Returns for 5 years | 25.93 | 43.24 | 60% |
| Returns for 10 years | N/A | 68.15 | - |
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