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RLBAX vs TRAIX
RLBAX vs TRAIX Comparison
Open Charts RLBAX vs TRAIX
American Funds American Balanced R1
Price$35.78
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation I
Price$38.24
Change-$0.44 (-1.14%)
VolumeN/A
CapitalizationN/A
RLBAX vs TRAIX Comparison Chart
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RLBAX vs. TRAIX commentary
Nov 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 236B vs. TRAIX (65.1B). TRAIX pays higher dividends than RLBAX: TRAIX (2.08) vs RLBAX (1.59). RLBAX was incepted earlier than TRAIX: RLBAX (22 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 : 19.99 vs. TRAIX (16.61). RLBAX return over 5 years is better than : 30.92 vs. TRAIX (27.68).
| RLBAX | TRAIX | RLBAX / TRAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 13.297 | 12.802 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 65.1B | 363% |
| Annual Yield % from dividends | 1.59 | 2.08 | 76% |
| Returns for 1 year | 19.99 | 16.61 | 120% |
| Returns for 3 years | 8.70 | -0.16 | -5,514% |
| Returns for 5 years | 30.92 | 27.68 | 112% |
| Returns for 10 years | 44.74 | N/A | - |