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RLBEX vs TRAIX
RLBEX vs TRAIX Comparison
Open Charts RLBEX vs TRAIX
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Capital Appreciation I
Price$34.60
Change-$4.28 (-11.01%)
VolumeN/A
CapitalizationN/A
RLBEX vs TRAIX Comparison Chart
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RLBEX vs. TRAIX commentary
Dec 19, 2024
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 StrongBuy and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. TRAIX (66.1B). RLBEX pays higher dividends than TRAIX: RLBEX (2.24) vs TRAIX (2.08). RLBEX was incepted earlier than TRAIX: RLBEX (23 years) vs TRAIX (9 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. TRAIX (65.10). RLBEX has a lower initial minimum investment than TRAIX: RLBEX (250) vs TRAIX (500000). RLBEX annual gain was more profitable for investors over the last year : 9.70 vs. TRAIX (5.13). RLBEX return over 5 years is better than : 29.54 vs. TRAIX (20.04).
| RLBEX | TRAIX | RLBEX / TRAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 9.220 | 4.355 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 66.1B | 365% |
| Annual Yield % from dividends | 2.24 | 2.08 | 107% |
| Returns for 1 year | 9.70 | 5.13 | 189% |
| Returns for 3 years | 9.42 | 1.13 | 837% |
| Returns for 5 years | 29.54 | 20.04 | 147% |
| Returns for 10 years | 45.23 | N/A | - |