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RLBBX vs VGSTX
RLBBX vs VGSTX Comparison
Open Charts RLBBX vs VGSTX
American Funds American Balanced R2
Price$33.53
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets229.84B
Vanguard STAR I
Price$27.30
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets21.75B
RLBBX vs VGSTX Comparison Chart
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RLBBX vs. VGSTX commentary
Apr 26, 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 VGSTX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 230B vs. VGSTX (21.8B). VGSTX pays higher dividends than RLBBX: VGSTX (2.34) vs RLBBX (1.27). RLBBX was incepted earlier than VGSTX: RLBBX (23 years) vs VGSTX (40 years). RLBBX (1.33) is less costly to investors than VGSTX (0.31). RLBBX is a more actively managed with annual turnover of: 171.00 vs. VGSTX (4.00). RLBBX has a lower initial minimum investment than VGSTX: RLBBX (250) vs VGSTX (1000). RLBBX annual gain was more profitable for investors over the last year : 4.09 vs. VGSTX (1.54). RLBBX return over 5 years is better than : 32.01 vs. VGSTX (13.16).
| RLBBX | VGSTX | RLBBX / VGSTX | |
| Total Expense Ratio | 1.33 | 0.31 | 429% |
| Annual Report Gross Expense Ratio | 1.33 | 0.31 | 429% |
| Fund Existence | 23 years | 40 years | - |
| Gain YTD | -1.402 | -1.055 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 21.8B | 1,055% |
| Annual Yield % from dividends | 1.27 | 2.34 | 54% |
| Returns for 1 year | 4.09 | 1.54 | 265% |
| Returns for 3 years | 14.37 | 2.00 | 717% |
| Returns for 5 years | 32.01 | 13.16 | 243% |
| Returns for 10 years | 41.42 | 17.90 | 231% |