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RLBAX vs TRAIX
RLBAX vs TRAIX Comparison
Open Charts RLBAX vs TRAIX
American Funds American Balanced R1
Price$33.94
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation I
Price$34.60
Change-$4.28 (-11.01%)
VolumeN/A
CapitalizationN/A
RLBAX vs TRAIX Comparison Chart
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RLBAX vs. TRAIX 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 TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 241B vs. TRAIX (66.1B). TRAIX pays higher dividends than RLBAX: TRAIX (2.08) vs RLBAX (1.59). RLBAX was incepted earlier than TRAIX: RLBAX (23 years) vs TRAIX (9 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (65.10). 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 : 8.86 vs. TRAIX (5.13). RLBAX return over 5 years is better than : 25.61 vs. TRAIX (20.04).
| RLBAX | TRAIX | RLBAX / TRAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 8.411 | 4.355 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.1B | 365% |
| Annual Yield % from dividends | 1.59 | 2.08 | 76% |
| Returns for 1 year | 8.86 | 5.13 | 173% |
| Returns for 3 years | 7.63 | 1.13 | 678% |
| Returns for 5 years | 25.61 | 20.04 | 128% |
| Returns for 10 years | 37.76 | N/A | - |
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