Interact to see
Advertisement
Advertisement
RLBBX vs VSMGX
RLBBX vs VSMGX Comparison
Open Charts RLBBX vs VSMGX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.60
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets21.53B
RLBBX vs VSMGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. VSMGX commentary
Jul 07, 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: 252B vs. VSMGX (21.5B). VSMGX pays higher dividends than RLBBX: VSMGX (2.60) vs RLBBX (1.17). 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 : 7.05 vs. VSMGX (6.13). RLBBX return over 5 years is better than : 37.07 vs. VSMGX (24.72).
| 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 | 7.674 | 8.032 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 21.5B | 1,172% |
| Annual Yield % from dividends | 1.17 | 2.60 | 45% |
| Returns for 1 year | 7.05 | 6.13 | 115% |
| Returns for 3 years | 32.48 | 24.39 | 133% |
| Returns for 5 years | 37.07 | 24.72 | 150% |
| Returns for 10 years | 58.03 | 55.24 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BATT | 9.63 | 0.12 | +1.28% |
| Amplify Lithium & Battery Tech ETF | |||
| FBT | 164.22 | 0.46 | +0.28% |
| First Trust NYSE Arca Biotech ETF | |||
| CGIC | 29.22 | 0.03 | +0.10% |
| Capital Group International Cor Eq ETF | |||
| IBMR | 25.21 | 0.02 | +0.08% |
| iShares iBonds Dec 2029 Term Muni Bd ETF | |||
| JCTR | 80.93 | N/A | N/A |
| JPMorgan Carbon Transition US Eq ETF | |||