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RLBEX vs TBARX
RLBEX vs TBARX Comparison
Open Charts RLBEX vs TBARX
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Touchstone Balanced R6
Price$29.89
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets990.67M
RLBEX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. TBARX (991M). RLBEX pays higher dividends than TBARX: RLBEX (1.81) vs TBARX (1.71). RLBEX was incepted earlier than TBARX: RLBEX (23 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLBEX (0.59). TBARX is a more actively managed with annual turnover of: 70.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than TBARX: RLBEX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 12.30 vs. RLBEX (7.95).
| RLBEX | TBARX | RLBEX / TBARX | |
| Total Expense Ratio | 0.59 | 0.64 | 92% |
| Annual Report Gross Expense Ratio | 0.59 | 6.95 | 8% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 9.737 | 9.237 | 105% |
| 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 | 1.81 | 1.71 | 106% |
| Returns for 1 year | 7.95 | 12.30 | 65% |
| Returns for 3 years | 29.52 | 35.20 | 84% |
| Returns for 5 years | 37.99 | N/A | - |
| Returns for 10 years | 68.32 | N/A | - |
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