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RLBCX vs TBARX
RLBCX vs TBARX Comparison
Open Charts RLBCX vs TBARX
American Funds American Balanced R3
Price$37.53
Change+$0.23 (+0.62%)
VolumeN/A
Net Assets256.16B
Touchstone Balanced R6
Price$30.08
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets990.63M
RLBCX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 256B vs. TBARX (991M). TBARX pays higher dividends than RLBCX: TBARX (1.68) vs RLBCX (1.53). RLBCX was incepted earlier than TBARX: RLBCX (23 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLBCX (0.89). TBARX is a more actively managed with annual turnover of: 70.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than TBARX: RLBCX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 11.96 vs. RLBCX (8.72).
| RLBCX | TBARX | RLBCX / TBARX | |
| Total Expense Ratio | 0.89 | 0.64 | 139% |
| Annual Report Gross Expense Ratio | 0.89 | 6.95 | 13% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 10.538 | 9.310 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 991M | 25,832% |
| Annual Yield % from dividends | 1.53 | 1.68 | 91% |
| Returns for 1 year | 8.72 | 11.96 | 73% |
| Returns for 3 years | 37.07 | 44.27 | 84% |
| Returns for 5 years | 37.17 | N/A | - |
| Returns for 10 years | 73.66 | N/A | - |