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RLBAX vs TRAIX
RLBAX vs TRAIX Comparison
Open Charts RLBAX vs TRAIX
American Funds American Balanced R1
Price$38.59
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
T. Rowe Price Capital Appreciation I
Price$38.58
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets70.73B
RLBAX vs TRAIX Comparison Chart in %
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RLBAX vs. TRAIX commentary
Oct 06, 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 TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. TRAIX (70.7B). TRAIX pays higher dividends than RLBAX: TRAIX (2.08) vs RLBAX (1.10). 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 : 8.99 vs. TRAIX (3.78). RLBAX return over 5 years is better than : 40.51 vs. TRAIX (25.49).
| 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 | 13.858 | 11.471 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 70.7B | 376% |
| Annual Yield % from dividends | 1.10 | 2.08 | 53% |
| Returns for 1 year | 8.99 | 3.78 | 238% |
| Returns for 3 years | 44.14 | 26.93 | 164% |
| Returns for 5 years | 40.51 | 25.49 | 159% |
| Returns for 10 years | 70.61 | N/A | - |
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