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RLBAX vs TRAIX
RLBAX vs TRAIX Comparison
Open Charts RLBAX vs TRAIX
American Funds American Balanced R1
Price$38.40
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
T. Rowe Price Capital Appreciation I
Price$38.43
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets70.75B
RLBAX vs TRAIX Comparison Chart in %
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RLBAX vs. TRAIX commentary
Nov 20, 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 Hold and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. TRAIX (70.7B). TRAIX pays higher dividends than RLBAX: TRAIX (2.04) vs RLBAX (1.08). RLBAX was incepted earlier than TRAIX: RLBAX (23 years) vs TRAIX (10 years). RLBAX (1.31) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than TRAIX: RLBAX (250) vs TRAIX (500000). RLBAX annual gain was more profitable for investors over the last year : 8.15 vs. TRAIX (2.22). RLBAX return over 5 years is better than : 34.46 vs. TRAIX (17.05).
| RLBAX | TRAIX | RLBAX / TRAIX | |
| Total Expense Ratio | 1.31 | 0.58 | 226% |
| Annual Report Gross Expense Ratio | 1.31 | 0.61 | 215% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 13.298 | 11.124 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 70.7B | 372% |
| Annual Yield % from dividends | 1.08 | 2.04 | 53% |
| Returns for 1 year | 8.15 | 2.22 | 368% |
| Returns for 3 years | 38.05 | 23.82 | 160% |
| Returns for 5 years | 34.46 | 17.05 | 202% |
| Returns for 10 years | 63.50 | N/A | - |
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