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RLBEX vs TRAIX
RLBEX vs TRAIX Comparison
Open Charts RLBEX vs TRAIX
American Funds American Balanced R4
Price$36.81
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Capital Appreciation I
Price$36.99
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
RLBEX vs TRAIX Comparison Chart in %
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RLBEX vs. TRAIX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 252B vs. TRAIX (68.1B). TRAIX pays higher dividends than RLBEX: TRAIX (2.15) vs RLBEX (1.83). 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 : 7.86 vs. TRAIX (3.82). RLBEX return over 5 years is better than : 41.38 vs. TRAIX (26.55).
| 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 | 8.064 | 6.877 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 68.1B | 370% |
| Annual Yield % from dividends | 1.83 | 2.15 | 85% |
| Returns for 1 year | 7.86 | 3.82 | 206% |
| Returns for 3 years | 35.05 | 23.00 | 152% |
| Returns for 5 years | 41.38 | 26.55 | 156% |
| Returns for 10 years | 67.17 | N/A | - |
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