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RLBCX vs RRRPX
RLBCX vs RRRPX Comparison
Open Charts RLBCX vs RRRPX
American Funds American Balanced R3
Price$35.40
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets244.2B
American Funds Retire Inc Port-Mod R5
Price$13.26
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets1.54B
RLBCX vs RRRPX Comparison Chart in %
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RLBCX vs. RRRPX commentary
Jun 24, 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 RLBCX is a Buy and RRRPX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 244B vs. RRRPX (1.54B). RRRPX pays higher dividends than RLBCX: RRRPX (3.37) vs RLBCX (1.63). RLBCX was incepted earlier than RRRPX: RLBCX (23 years) vs RRRPX (10 years). RLBCX (0.89) is less costly to investors than RRRPX (0.36). RLBCX is a more actively managed with annual turnover of: 44.00 vs. RRRPX (15.00). RLBCX (250) and RRRPX (250) have matching initial minimum investment requirements. RRRPX annual gain was more profitable for investors over the last year : 11.00 vs. RLBCX (4.18). RLBCX return over 5 years is better than : 35.64 vs. RRRPX (31.62).
| RLBCX | RRRPX | RLBCX / RRRPX | |
| Total Expense Ratio | 0.89 | 0.36 | 247% |
| Annual Report Gross Expense Ratio | 0.89 | 0.36 | 247% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.265 | 6.639 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 1.54B | 15,824% |
| Annual Yield % from dividends | 1.63 | 3.37 | 49% |
| Returns for 1 year | 4.18 | 11.00 | 38% |
| Returns for 3 years | 31.27 | 25.61 | 122% |
| Returns for 5 years | 35.64 | 31.62 | 113% |
| Returns for 10 years | 54.20 | N/A | - |
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