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RLBBX vs VSMGX
RLBBX vs VSMGX Comparison
Open Charts RLBBX vs VSMGX
American Funds American Balanced R2
Price$33.41
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$31.37
Change+$0.38 (+1.23%)
VolumeN/A
Net Assets20.9B
RLBBX vs VSMGX Comparison Chart
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RLBBX vs. VSMGX 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 VSMGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 227B vs. VSMGX (20.9B). VSMGX pays higher dividends than RLBBX: VSMGX (2.74) vs RLBBX (1.27). RLBBX was incepted earlier than VSMGX: RLBBX (23 years) vs VSMGX (31 years). RLBBX (1.33) is less costly to investors than VSMGX (0.13). RLBBX is a more actively managed with annual turnover of: 171.00 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 : 3.40 vs. VSMGX (1.36). RLBBX return over 5 years is better than : 31.54 vs. VSMGX (23.22).
| RLBBX | VSMGX | RLBBX / VSMGX | |
| Total Expense Ratio | 1.33 | 0.13 | 1,023% |
| Annual Report Gross Expense Ratio | 1.33 | 0.13 | 1,023% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -1.755 | -1.085 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 20.9B | 1,086% |
| Annual Yield % from dividends | 1.27 | 2.74 | 46% |
| Returns for 1 year | 3.40 | 1.36 | 249% |
| Returns for 3 years | 12.44 | 5.85 | 212% |
| Returns for 5 years | 31.54 | 23.22 | 136% |
| Returns for 10 years | 41.09 | 37.80 | 109% |
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