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RLBAX vs RPBAX
RLBAX vs RPBAX Comparison
Open Charts RLBAX vs RPBAX
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Balanced
Price$26.25
Change-$2.08 (-7.34%)
VolumeN/A
CapitalizationN/A
RLBAX vs RPBAX Comparison Chart
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RLBAX vs. RPBAX commentary
Dec 19, 2024
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 StrongBuy and RPBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. RPBAX (4.76B). 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 : 8.86 vs. RPBAX (6.94). RLBAX return over 5 years is better than : 25.61 vs. RPBAX (14.30).
| 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 | 8.411 | 6.306 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 4.76B | 5,067% |
| Annual Yield % from dividends | 1.59 | 1.95 | 82% |
| Returns for 1 year | 8.86 | 6.94 | 128% |
| Returns for 3 years | 7.63 | 0.84 | 906% |
| Returns for 5 years | 25.61 | 14.30 | 179% |
| Returns for 10 years | 37.76 | 34.18 | 110% |
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