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RLBAX vs TRPBX
RLBAX vs TRPBX Comparison
Open Charts RLBAX vs TRPBX
American Funds American Balanced R1
Price$31.96
Change-$1.21 (-3.65%)
VolumeN/A
Net Assets220.57B
T. Rowe Price Spectrum Moderate Allc I
Price$22.62
Change-$0.85 (-3.62%)
VolumeN/A
Net Assets1.84B
RLBAX vs TRPBX Comparison Chart
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RLBAX vs. TRPBX commentary
Apr 07, 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 TRPBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 221B vs. TRPBX (1.84B). TRPBX pays higher dividends than RLBAX: TRPBX (2.52) vs RLBAX (1.27). RLBAX was incepted earlier than TRPBX: RLBAX (23 years) vs TRPBX (31 years). RLBAX (1.33) is less costly to investors than TRPBX (0.93). RLBAX is a more actively managed with annual turnover of: 171.00 vs. TRPBX (46.90). RLBAX has a lower initial minimum investment than TRPBX: RLBAX (250) vs TRPBX (2500). RLBAX annual gain was more profitable for investors over the last year : -2.37 vs. TRPBX (-3.15). RLBAX return over 5 years is better than : 36.44 vs. TRPBX (23.32).
| RLBAX | TRPBX | RLBAX / TRPBX | |
| Total Expense Ratio | 1.33 | 0.75 | 177% |
| Annual Report Gross Expense Ratio | 1.33 | 0.93 | 143% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -5.910 | -4.496 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 1.84B | 12,004% |
| Annual Yield % from dividends | 1.27 | 2.52 | 51% |
| Returns for 1 year | -2.37 | -3.15 | 75% |
| Returns for 3 years | 4.34 | -2.99 | -145% |
| Returns for 5 years | 36.44 | 23.32 | 156% |
| Returns for 10 years | 36.66 | 15.82 | 232% |