Interact to see
Advertisement
Advertisement
RLBBX vs RRPPX
RLBBX vs RRPPX Comparison
Open Charts RLBBX vs RRPPX
American Funds American Balanced R2
Price$38.33
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.06B
American Funds Retire Inc Port-Mod R5E
Price$13.91
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets1.62B
RLBBX vs RRPPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. RRPPX commentary
Sep 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 RLBBX is a Buy and RRPPX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. RRPPX (1.62B). RRPPX pays higher dividends than RLBBX: RRPPX (3.14) vs RLBBX (1.15). RLBBX was incepted earlier than RRPPX: RLBBX (23 years) vs RRPPX (10 years). RLBBX (1.32) is less costly to investors than RRPPX (0.46). RLBBX is a more actively managed with annual turnover of: 44.00 vs. RRPPX (15.00). RLBBX (250) and RRPPX (250) have matching initial minimum investment requirements. RRPPX annual gain was more profitable for investors over the last year : 11.59 vs. RLBBX (9.14). RLBBX return over 5 years is better than : 37.89 vs. RRPPX (33.87).
| RLBBX | RRPPX | RLBBX / RRPPX | |
| Total Expense Ratio | 1.32 | 0.46 | 287% |
| Annual Report Gross Expense Ratio | 1.32 | 0.46 | 287% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 12.856 | 12.777 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.62B | 16,255% |
| Annual Yield % from dividends | 1.15 | 3.14 | 37% |
| Returns for 1 year | 9.14 | 11.59 | 79% |
| Returns for 3 years | 40.59 | 33.43 | 121% |
| Returns for 5 years | 37.89 | 33.87 | 112% |
| Returns for 10 years | 71.66 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement