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RLBBX vs VGSTX
RLBBX vs VGSTX Comparison
Open Charts RLBBX vs VGSTX
American Funds American Balanced R2
Price$34.55
Change-$0.39 (-1.12%)
VolumeN/A
Net Assets240.4B
Vanguard STAR I
Price$28.25
Change-$0.32 (-1.12%)
VolumeN/A
Net Assets21.63B
RLBBX vs VGSTX Comparison Chart
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RLBBX vs. VGSTX commentary
May 22, 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: 240B vs. VGSTX (21.6B). VGSTX pays higher dividends than RLBBX: VGSTX (2.33) vs RLBBX (1.27). 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 : 3.48 vs. VGSTX (2.18). RLBBX return over 5 years is better than : 33.66 vs. VGSTX (14.38).
| 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 | 1.597 | 3.967 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 21.6B | 1,111% |
| Annual Yield % from dividends | 1.27 | 2.33 | 55% |
| Returns for 1 year | 3.48 | 2.18 | 160% |
| Returns for 3 years | 21.25 | 10.79 | 197% |
| Returns for 5 years | 33.66 | 14.38 | 234% |
| Returns for 10 years | 45.96 | 24.18 | 190% |
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