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RLBBX vs VBIAX
RLBBX vs VBIAX Comparison
Open Charts RLBBX vs VBIAX
American Funds American Balanced R2
Price$35.45
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Balanced Index Adm
Price$49.42
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RLBBX vs VBIAX Comparison Chart
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RLBBX vs. VBIAX commentary
Sep 19, 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 RLBBX is a StrongBuy and VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 235B vs. VBIAX (57.3B). VBIAX pays higher dividends than RLBBX: VBIAX (1.98) vs RLBBX (1.58). RLBBX was incepted earlier than VBIAX: RLBBX (22 years) vs VBIAX (24 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. VBIAX (19.00). RLBBX has a lower initial minimum investment than VBIAX: RLBBX (250) vs VBIAX (3000). RLBBX annual gain was more profitable for investors over the last year : 20.06 vs. VBIAX (16.73). VBIAX return over 5 years is better than : 37.62 vs. RLBBX (33.45).
| RLBBX | VBIAX | RLBBX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 12.143 | 11.576 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 57.3B | 410% |
| Annual Yield % from dividends | 1.58 | 1.98 | 80% |
| Returns for 1 year | 20.06 | 16.73 | 120% |
| Returns for 3 years | 10.53 | 5.21 | 202% |
| Returns for 5 years | 33.45 | 37.62 | 89% |
| Returns for 10 years | 44.86 | 88.20 | 51% |