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RLBAX vs TRAIX
RLBAX vs TRAIX Comparison
Open Charts RLBAX vs TRAIX
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Capital Appreciation I
Price$36.99
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
RLBAX vs TRAIX Comparison Chart in %
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RLBAX vs. TRAIX commentary
Jul 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: 252B vs. TRAIX (68.1B). TRAIX pays higher dividends than RLBAX: TRAIX (2.15) vs RLBAX (1.18). 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 : 7.00 vs. TRAIX (3.82). RLBAX return over 5 years is better than : 37.04 vs. TRAIX (26.55).
| 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 | 7.651 | 6.877 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 68.1B | 370% |
| Annual Yield % from dividends | 1.18 | 2.15 | 55% |
| Returns for 1 year | 7.00 | 3.82 | 183% |
| Returns for 3 years | 32.45 | 23.00 | 141% |
| Returns for 5 years | 37.04 | 26.55 | 139% |
| Returns for 10 years | 58.01 | N/A | - |
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