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RLBEX vs TRAIX
RLBEX vs TRAIX Comparison
Open Charts RLBEX vs TRAIX
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
T. Rowe Price Capital Appreciation I
Price$35.29
Change-$0.32 (-0.90%)
VolumeN/A
Net Assets65.45B
RLBEX vs TRAIX Comparison Chart
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RLBEX vs. TRAIX commentary
Feb 23, 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 Hold and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. TRAIX (65.5B). 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 : 9.22 vs. TRAIX (2.97). RLBEX return over 5 years is better than : 30.07 vs. TRAIX (18.38).
| 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 | 2.889 | 1.965 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 65.5B | 369% |
| Annual Yield % from dividends | 2.24 | 2.08 | 107% |
| Returns for 1 year | 9.22 | 2.97 | 310% |
| Returns for 3 years | 17.55 | 7.74 | 227% |
| Returns for 5 years | 30.07 | 18.38 | 164% |
| Returns for 10 years | 54.52 | N/A | - |
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