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RLBEX vs TRAIX
RLBEX vs TRAIX Comparison
Open Charts RLBEX vs TRAIX
American Funds American Balanced R4
Price$38.53
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
T. Rowe Price Capital Appreciation I
Price$37.94
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets69.41B
RLBEX vs TRAIX Comparison Chart in %
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RLBEX vs. TRAIX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 262B vs. TRAIX (69.4B). TRAIX pays higher dividends than RLBEX: TRAIX (2.10) vs RLBEX (1.79). RLBEX was incepted earlier than TRAIX: RLBEX (23 years) vs TRAIX (10 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 : 10.30 vs. TRAIX (3.09). RLBEX return over 5 years is better than : 43.12 vs. TRAIX (24.83).
| 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 | 10 years | - |
| Gain YTD | 13.113 | 9.621 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 69.4B | 378% |
| Annual Yield % from dividends | 1.79 | 2.10 | 85% |
| Returns for 1 year | 10.30 | 3.09 | 334% |
| Returns for 3 years | 42.22 | 21.77 | 194% |
| Returns for 5 years | 43.12 | 24.83 | 174% |
| Returns for 10 years | 80.03 | N/A | - |
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