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RLBEX vs TRAIX
RLBEX vs TRAIX Comparison
Open Charts RLBEX vs TRAIX
American Funds American Balanced R4
Price$35.69
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
T. Rowe Price Capital Appreciation I
Price$35.87
Change-$0.06 (-0.17%)
VolumeN/A
Net Assets66.09B
RLBEX vs TRAIX Comparison Chart
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RLBEX vs. TRAIX commentary
Jun 06, 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: 244B vs. TRAIX (66.1B). TRAIX pays higher dividends than RLBEX: TRAIX (2.22) vs RLBEX (1.90). 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 : 6.95 vs. TRAIX (2.22). RLBEX return over 5 years is better than : 34.57 vs. TRAIX (19.86).
| 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 | 4.581 | 3.814 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 66.1B | 369% |
| Annual Yield % from dividends | 1.90 | 2.22 | 86% |
| Returns for 1 year | 6.95 | 2.22 | 314% |
| Returns for 3 years | 22.98 | 13.27 | 173% |
| Returns for 5 years | 34.57 | 19.86 | 174% |
| Returns for 10 years | 61.12 | N/A | - |
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