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RLBEX vs RRRPX
RLBEX vs RRRPX Comparison
Open Charts RLBEX vs RRRPX
American Funds American Balanced R4
Price$35.76
Change+$0.20 (+0.56%)
VolumeN/A
Net Assets244.2B
American Funds Retire Inc Port-Mod R5
Price$13.31
Change+$0.05 (+0.38%)
VolumeN/A
Net Assets1.54B
RLBEX vs RRRPX Comparison Chart in %
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RLBEX 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 RLBEX is a Buy and RRRPX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. RRRPX (1.54B). RRRPX pays higher dividends than RLBEX: RRRPX (3.37) vs RLBEX (1.90). RLBEX was incepted earlier than RRRPX: RLBEX (23 years) vs RRRPX (10 years). RLBEX (0.59) is less costly to investors than RRRPX (0.36). RLBEX is a more actively managed with annual turnover of: 44.00 vs. RRRPX (15.00). RLBEX (250) and RRRPX (250) have matching initial minimum investment requirements. RRRPX annual gain was more profitable for investors over the last year : 11.27 vs. RLBEX (4.83). RLBEX return over 5 years is better than : 38.71 vs. RRRPX (32.78).
| RLBEX | RRRPX | RLBEX / RRRPX | |
| Total Expense Ratio | 0.59 | 0.36 | 164% |
| Annual Report Gross Expense Ratio | 0.59 | 0.36 | 164% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.394 | 6.639 | 66% |
| 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 | 1.90 | 3.37 | 57% |
| Returns for 1 year | 4.83 | 11.27 | 43% |
| Returns for 3 years | 29.70 | 23.89 | 124% |
| Returns for 5 years | 38.71 | 32.78 | 118% |
| Returns for 10 years | 60.32 | N/A | - |
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