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RLBEX vs TRAIX
RLBEX vs TRAIX Comparison
Open Charts RLBEX vs TRAIX
American Funds American Balanced R4
Price$34.31
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
T. Rowe Price Capital Appreciation I
Price$35.00
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets64.05B
RLBEX vs TRAIX Comparison Chart
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RLBEX vs. TRAIX commentary
May 09, 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 TRAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. TRAIX (64.1B). TRAIX pays higher dividends than RLBEX: TRAIX (2.28) vs RLBEX (1.98). RLBEX was incepted earlier than TRAIX: RLBEX (23 years) vs TRAIX (9 years). TRAIX (0.61) and RLBEX (0.59) have similar cost to investors . TRAIX is a more actively managed with annual turnover of: 85.00 vs. RLBEX (44.00). 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 : 4.73 vs. TRAIX (0.43). RLBEX return over 5 years is better than : 36.69 vs. TRAIX (24.80).
| RLBEX | TRAIX | RLBEX / TRAIX | |
| Total Expense Ratio | 0.59 | 0.58 | 102% |
| Annual Report Gross Expense Ratio | 0.59 | 0.61 | 97% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 0.425 | 0.665 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 64.1B | 365% |
| Annual Yield % from dividends | 1.98 | 2.28 | 87% |
| Returns for 1 year | 4.73 | 0.43 | 1,106% |
| Returns for 3 years | 21.84 | 13.85 | 158% |
| Returns for 5 years | 36.69 | 24.80 | 148% |
| Returns for 10 years | 52.56 | N/A | - |