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RLBBX vs VSMGX
RLBBX vs VSMGX Comparison
Open Charts RLBBX vs VSMGX
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.00
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets21.53B
RLBBX vs VSMGX Comparison Chart
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RLBBX vs. VSMGX commentary
Jun 15, 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 VSMGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. VSMGX (21.5B). VSMGX pays higher dividends than RLBBX: VSMGX (2.63) vs RLBBX (1.23). RLBBX was incepted earlier than VSMGX: RLBBX (23 years) vs VSMGX (31 years). RLBBX (1.32) is less costly to investors than VSMGX (0.13). RLBBX is a more actively managed with annual turnover of: 44.00 vs. VSMGX (6.00). RLBBX has a lower initial minimum investment than VSMGX: RLBBX (250) vs VSMGX (3000). RLBBX annual gain was more profitable for investors over the last year : 4.47 vs. VSMGX (3.65). RLBBX return over 5 years is better than : 34.04 vs. VSMGX (23.46).
| RLBBX | VSMGX | RLBBX / VSMGX | |
| Total Expense Ratio | 1.32 | 0.13 | 1,015% |
| Annual Report Gross Expense Ratio | 1.32 | 0.13 | 1,015% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 4.082 | 5.330 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 21.5B | 1,135% |
| Annual Yield % from dividends | 1.23 | 2.63 | 47% |
| Returns for 1 year | 4.47 | 3.65 | 122% |
| Returns for 3 years | 30.06 | 23.22 | 129% |
| Returns for 5 years | 34.04 | 23.46 | 145% |
| Returns for 10 years | 51.22 | 49.18 | 104% |
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