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RLBAX vs TBARX
RLBAX vs TBARX Comparison
Open Charts RLBAX vs TBARX
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Touchstone Balanced R6
Price$28.34
Change-$0.22 (-0.77%)
VolumeN/A
Net Assets941.09M
RLBAX vs TBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. TBARX (941M). TBARX pays higher dividends than RLBAX: TBARX (1.76) vs RLBAX (1.23). RLBAX was incepted earlier than TBARX: RLBAX (23 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLBAX (1.31). TBARX is a more actively managed with annual turnover of: 70.00 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 : 9.89 vs. RLBAX (4.45).
| RLBAX | TBARX | RLBAX / TBARX | |
| Total Expense Ratio | 1.31 | 0.64 | 205% |
| Annual Report Gross Expense Ratio | 1.31 | 6.95 | 19% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 4.085 | 3.836 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 941M | 25,930% |
| Annual Yield % from dividends | 1.23 | 1.76 | 70% |
| Returns for 1 year | 4.45 | 9.89 | 45% |
| Returns for 3 years | 30.02 | 41.79 | 72% |
| Returns for 5 years | 34.05 | N/A | - |
| Returns for 10 years | 51.23 | N/A | - |
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