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RLBAX vs TRAIX
RLBAX vs TRAIX Comparison
Open Charts RLBAX vs TRAIX
American Funds American Balanced R1
Price$33.03
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
T. Rowe Price Capital Appreciation I
Price$34.02
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets62.72B
RLBAX vs TRAIX Comparison Chart
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RLBAX vs. TRAIX commentary
Apr 16, 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: 228B vs. TRAIX (62.7B). TRAIX pays higher dividends than RLBAX: TRAIX (2.28) vs RLBAX (1.27). RLBAX was incepted earlier than TRAIX: RLBAX (23 years) vs TRAIX (9 years). RLBAX (1.33) is less costly to investors than TRAIX (0.61). RLBAX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (85.00). 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 : 2.79 vs. TRAIX (0.10). RLBAX return over 5 years is better than : 30.99 vs. TRAIX (26.86).
| RLBAX | TRAIX | RLBAX / TRAIX | |
| Total Expense Ratio | 1.33 | 0.59 | 225% |
| Annual Report Gross Expense Ratio | 1.33 | 0.61 | 218% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -2.760 | -1.560 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 62.7B | 364% |
| Annual Yield % from dividends | 1.27 | 2.28 | 56% |
| Returns for 1 year | 2.79 | 0.10 | 2,814% |
| Returns for 3 years | 9.29 | 3.48 | 267% |
| Returns for 5 years | 30.99 | 26.86 | 115% |
| Returns for 10 years | 40.95 | N/A | - |
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