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RLBAX vs TRAIX
RLBAX vs TRAIX Comparison
Open Charts RLBAX vs TRAIX
American Funds American Balanced R1
Price$34.66
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets238.66B
T. Rowe Price Capital Appreciation I
Price$35.24
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets65.05B
RLBAX vs TRAIX Comparison Chart
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RLBAX vs. TRAIX commentary
Jan 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 239B vs. TRAIX (65.1B). 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 : 11.41 vs. TRAIX (7.04). RLBAX return over 5 years is better than : 25.82 vs. TRAIX (18.80).
| 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 | 1.911 | 1.820 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 65.1B | 367% |
| Annual Yield % from dividends | 1.59 | 2.08 | 76% |
| Returns for 1 year | 11.41 | 7.04 | 162% |
| Returns for 3 years | 10.53 | 4.46 | 236% |
| Returns for 5 years | 25.82 | 18.80 | 137% |
| Returns for 10 years | 49.89 | N/A | - |