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RLBEX vs TBARX
RLBEX vs TBARX Comparison
Open Charts RLBEX vs TBARX
American Funds American Balanced R4
Price$38.74
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Touchstone Balanced R6
Price$30.21
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets988.3M
RLBEX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 263B vs. TBARX (988M). RLBEX (1.71) and TBARX (1.64) have matching dividends . RLBEX was incepted earlier than TBARX: RLBEX (23 years) vs TBARX (4 years). TBARX (1.13) is less costly to investors than RLBEX (0.59). TBARX is a more actively managed with annual turnover of: 82.00 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 : 9.67 vs. RLBEX (8.98).
| RLBEX | TBARX | RLBEX / TBARX | |
| Total Expense Ratio | 0.59 | 0.63 | 94% |
| Annual Report Gross Expense Ratio | 0.59 | 1.13 | 52% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.042 | 10.677 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 988M | 26,619% |
| Annual Yield % from dividends | 1.71 | 1.64 | 104% |
| Returns for 1 year | 8.98 | 9.67 | 93% |
| Returns for 3 years | 41.02 | 45.97 | 89% |
| Returns for 5 years | 38.72 | N/A | - |
| Returns for 10 years | 73.32 | N/A | - |
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