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RLBAX vs RPBAX
RLBAX vs RPBAX Comparison
Open Charts RLBAX vs RPBAX
American Funds American Balanced R1
Price$32.80
Change+$0.35 (+1.08%)
VolumeN/A
Net Assets223.62B
T. Rowe Price Balanced
Price$25.53
Change+$0.31 (+1.23%)
VolumeN/A
Net Assets4.36B
RLBAX vs RPBAX Comparison Chart
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RLBAX vs. RPBAX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 224B vs. RPBAX (4.36B). RPBAX pays higher dividends than RLBAX: RPBAX (2.08) vs RLBAX (1.27). RLBAX was incepted earlier than RPBAX: RLBAX (23 years) vs RPBAX (85 years). RLBAX (1.33) is less costly to investors than RPBAX (0.65). RLBAX is a more actively managed with annual turnover of: 171.00 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 : 0.11 vs. RPBAX (-2.27). RLBAX return over 5 years is better than : 31.17 vs. RPBAX (23.42).
| RLBAX | RPBAX | RLBAX / RPBAX | |
| Total Expense Ratio | 1.33 | 0.60 | 222% |
| Annual Report Gross Expense Ratio | 1.33 | 0.65 | 205% |
| Fund Existence | 23 years | 85 years | - |
| Gain YTD | -3.437 | -3.630 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.36B | 5,144% |
| Annual Yield % from dividends | 1.27 | 2.08 | 61% |
| Returns for 1 year | 0.11 | -2.27 | -5% |
| Returns for 3 years | 8.39 | 4.07 | 206% |
| Returns for 5 years | 31.17 | 23.42 | 133% |
| Returns for 10 years | 39.68 | 24.85 | 160% |