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RLBAX vs RPBAX
RLBAX vs RPBAX Comparison
Open Charts RLBAX vs RPBAX
American Funds American Balanced R1
Price$34.54
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
T. Rowe Price Balanced
Price$27.12
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets4.66B
RLBAX vs RPBAX Comparison Chart
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RLBAX vs. RPBAX 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 RLBAX is a Buy and RPBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. RPBAX (4.66B). RPBAX pays higher dividends than RLBAX: RPBAX (2.07) vs RLBAX (1.28). RLBAX was incepted earlier than RPBAX: RLBAX (23 years) vs RPBAX (85 years). RLBAX (1.31) is less costly to investors than RPBAX (0.65). RLBAX is a more actively managed with annual turnover of: 44.00 vs. RPBAX (39.20). RLBAX has a lower initial minimum investment than RPBAX: RLBAX (250) vs RPBAX (2500). RLBAX annual gain was more profitable for investors over the last year : 3.94 vs. RPBAX (2.99). RLBAX return over 5 years is better than : 33.77 vs. RPBAX (26.57).
| RLBAX | RPBAX | RLBAX / RPBAX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.65 | 202% |
| Fund Existence | 23 years | 85 years | - |
| Gain YTD | 1.685 | 3.592 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.66B | 5,106% |
| Annual Yield % from dividends | 1.28 | 2.07 | 62% |
| Returns for 1 year | 3.94 | 2.99 | 132% |
| Returns for 3 years | 20.37 | 19.36 | 105% |
| Returns for 5 years | 33.77 | 26.57 | 127% |
| Returns for 10 years | 46.09 | 33.03 | 140% |