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RLBBX vs VBIAX
RLBBX vs VBIAX Comparison
Open Charts RLBBX vs VBIAX
American Funds American Balanced R2
Price$34.99
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
Vanguard Balanced Index Adm
Price$49.39
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
RLBBX vs VBIAX Comparison Chart
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RLBBX vs. VBIAX commentary
Feb 23, 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 Hold and VBIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 242B vs. VBIAX (58.5B). 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 : 9.07 vs. RLBBX (8.38). VBIAX return over 5 years is better than : 28.13 vs. RLBBX (26.03).
| 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 | 2.761 | 1.877 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 58.5B | 414% |
| Annual Yield % from dividends | 1.58 | 1.98 | 80% |
| Returns for 1 year | 8.38 | 9.07 | 92% |
| Returns for 3 years | 15.67 | 12.92 | 121% |
| Returns for 5 years | 26.03 | 28.13 | 93% |
| Returns for 10 years | 46.57 | 79.99 | 58% |
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