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RLBAX vs RPBAX
RLBAX vs RPBAX Comparison
Open Charts RLBAX vs RPBAX
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
T. Rowe Price Balanced
Price$26.70
Change+$0.14 (+0.53%)
VolumeN/A
Net Assets4.66B
RLBAX vs RPBAX Comparison Chart
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RLBAX vs. RPBAX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 240B vs. RPBAX (4.66B). RPBAX pays higher dividends than RLBAX: RPBAX (1.95) vs RLBAX (1.59). RLBAX was incepted earlier than RPBAX: RLBAX (23 years) vs RPBAX (85 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. RPBAX (40.90). 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 : 11.41 vs. RPBAX (9.21). RLBAX return over 5 years is better than : 25.82 vs. RPBAX (13.52).
| RLBAX | RPBAX | RLBAX / RPBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 85 years | - |
| Gain YTD | 1.911 | 1.598 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.66B | 5,148% |
| Annual Yield % from dividends | 1.59 | 1.95 | 82% |
| Returns for 1 year | 11.41 | 9.21 | 124% |
| Returns for 3 years | 10.53 | 3.73 | 282% |
| Returns for 5 years | 25.82 | 13.52 | 191% |
| Returns for 10 years | 49.89 | 37.32 | 134% |