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RLBBX vs VBIAX
RLBBX vs VBIAX Comparison
Open Charts RLBBX vs VBIAX
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets238.66B
Vanguard Balanced Index Adm
Price$49.14
Change+$0.28 (+0.57%)
VolumeN/A
Net Assets57.48B
RLBBX vs VBIAX Comparison Chart
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RLBBX vs. VBIAX commentary
Jan 19, 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 VBIAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 239B vs. VBIAX (57.5B). VBIAX pays higher dividends than RLBBX: VBIAX (1.98) vs RLBBX (1.58). RLBBX was incepted earlier than VBIAX: RLBBX (23 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). VBIAX annual gain was more profitable for investors over the last year : 12.42 vs. RLBBX (11.43). VBIAX return over 5 years is better than : 28.95 vs. RLBBX (25.81).
| RLBBX | VBIAX | RLBBX / VBIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.909 | 1.361 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 57.5B | 416% |
| Annual Yield % from dividends | 1.58 | 1.98 | 80% |
| Returns for 1 year | 11.43 | 12.42 | 92% |
| Returns for 3 years | 10.54 | 7.75 | 136% |
| Returns for 5 years | 25.81 | 28.95 | 89% |
| Returns for 10 years | 49.88 | 84.29 | 59% |