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RLBAX vs RLBEX
RLBAX vs RLBEX Comparison
Open Charts RLBAX vs RLBEX
American Funds American Balanced R1
Price$36.59
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
American Funds American Balanced R4
Price$36.90
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
RLBAX vs RLBEX Comparison Chart in %
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RLBAX vs. RLBEX commentary
Aug 06, 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 RLBAX is a Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX (254B) and RLBEX (254B) have equal amount of cash in the bank . RLBEX pays higher dividends than RLBAX: RLBEX (1.81) vs RLBAX (1.17). RLBAX was incepted earlier than RLBEX: RLBAX (23 years) vs RLBEX (23 years). RLBAX (1.31) is less costly to investors than RLBEX (0.59). RLBAX (44.00) and RLBEX (44.00) have comparable annual turnover. RLBAX (250) and RLBEX (250) have matching initial minimum investment requirements. RLBEX annual gain was more profitable for investors over the last year : 10.96 vs. RLBAX (10.13). RLBEX return over 5 years is better than : 36.45 vs. RLBAX (32.30).
| RLBAX | RLBEX | RLBAX / RLBEX | |
| Total Expense Ratio | 1.31 | 0.59 | 222% |
| Annual Report Gross Expense Ratio | 1.31 | 0.59 | 222% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 7.858 | 8.328 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 1.17 | 1.81 | 64% |
| Returns for 1 year | 10.13 | 10.96 | 92% |
| Returns for 3 years | 28.34 | 30.87 | 92% |
| Returns for 5 years | 32.30 | 36.45 | 89% |
| Returns for 10 years | 57.42 | 66.50 | 86% |
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