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RLBBX vs VGSTX
RLBBX vs VGSTX Comparison
Open Charts RLBBX vs VGSTX
American Funds American Balanced R2
Price$36.33
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets251.03B
Vanguard STAR I
Price$29.19
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets22.91B
RLBBX vs VGSTX Comparison Chart in %
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RLBBX vs. VGSTX commentary
Jul 09, 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: 251B vs. VGSTX (22.9B). VGSTX pays higher dividends than RLBBX: VGSTX (2.36) vs RLBBX (1.17). RLBBX was incepted earlier than VGSTX: RLBBX (23 years) vs VGSTX (40 years). RLBBX (1.32) is less costly to investors than VGSTX (0.30). RLBBX is a more actively managed with annual turnover of: 44.00 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 : 5.85 vs. VGSTX (4.06). RLBBX return over 5 years is better than : 35.88 vs. VGSTX (9.54).
| RLBBX | VGSTX | RLBBX / VGSTX | |
| Total Expense Ratio | 1.32 | 0.30 | 440% |
| Annual Report Gross Expense Ratio | 1.32 | 0.30 | 440% |
| Fund Existence | 23 years | 40 years | - |
| Gain YTD | 6.967 | 6.890 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 22.9B | 1,096% |
| Annual Yield % from dividends | 1.17 | 2.36 | 50% |
| Returns for 1 year | 5.85 | 4.06 | 144% |
| Returns for 3 years | 31.47 | 15.68 | 201% |
| Returns for 5 years | 35.88 | 9.54 | 376% |
| Returns for 10 years | 56.61 | 31.04 | 182% |