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RLBAX vs TBARX
RLBAX vs TBARX Comparison
Open Charts RLBAX vs TBARX
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Touchstone Balanced R6
Price$30.21
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets988.3M
RLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. TBARX (988M). TBARX pays higher dividends than RLBAX: TBARX (1.64) vs RLBAX (1.08). RLBAX was incepted earlier than TBARX: RLBAX (23 years) vs TBARX (4 years). RLBAX (1.31) is less costly to investors than TBARX (1.13). TBARX is a more actively managed with annual turnover of: 82.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than TBARX: RLBAX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 9.67 vs. RLBAX (8.15).
| RLBAX | TBARX | RLBAX / TBARX | |
| Total Expense Ratio | 1.31 | 0.63 | 208% |
| Annual Report Gross Expense Ratio | 1.31 | 1.13 | 116% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 13.298 | 10.677 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 988M | 26,619% |
| Annual Yield % from dividends | 1.08 | 1.64 | 66% |
| Returns for 1 year | 8.15 | 9.67 | 84% |
| Returns for 3 years | 38.05 | 45.97 | 83% |
| Returns for 5 years | 34.46 | N/A | - |
| Returns for 10 years | 63.50 | N/A | - |
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