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RLBAX vs TRAIX
RLBAX vs TRAIX Comparison
Open Charts RLBAX vs TRAIX
American Funds American Balanced R1
Price$34.95
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
T. Rowe Price Capital Appreciation I
Price$35.29
Change-$0.32 (-0.90%)
VolumeN/A
Net Assets65.45B
RLBAX vs TRAIX Comparison Chart
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RLBAX vs. TRAIX commentary
Feb 23, 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: 242B vs. TRAIX (65.5B). 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 : 8.36 vs. TRAIX (2.97). RLBAX return over 5 years is better than : 26.04 vs. TRAIX (18.38).
| 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 | 2.764 | 1.965 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 65.5B | 369% |
| Annual Yield % from dividends | 1.59 | 2.08 | 76% |
| Returns for 1 year | 8.36 | 2.97 | 281% |
| Returns for 3 years | 15.63 | 7.74 | 202% |
| Returns for 5 years | 26.04 | 18.38 | 142% |
| Returns for 10 years | 46.53 | N/A | - |
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