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RLBEX vs VBAIX
RLBEX vs VBAIX Comparison
Open Charts RLBEX vs VBAIX
American Funds American Balanced R4
Price$33.41
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets217.49B
Vanguard Balanced Index I
Price$45.77
Change+$2.40 (+5.53%)
VolumeN/A
Net Assets55.53B
RLBEX vs VBAIX Comparison Chart
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RLBEX vs. VBAIX commentary
Apr 11, 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 VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 217B vs. VBAIX (55.5B). VBAIX pays higher dividends than RLBEX: VBAIX (2.22) vs RLBEX (1.97). RLBEX was incepted earlier than VBAIX: RLBEX (23 years) vs VBAIX (24 years). RLBEX (0.60) is less costly to investors than VBAIX (0.06). RLBEX is a more actively managed with annual turnover of: 171.00 vs. VBAIX (19.00). RLBEX has a lower initial minimum investment than VBAIX: RLBEX (250) vs VBAIX (5000000). RLBEX annual gain was more profitable for investors over the last year : -3.59 vs. VBAIX (-5.02). RLBEX return over 5 years is better than : 30.13 vs. VBAIX (26.17).
| RLBEX | VBAIX | RLBEX / VBAIX | |
| Total Expense Ratio | 0.60 | 0.06 | 1,000% |
| Annual Report Gross Expense Ratio | 0.60 | 0.06 | 1,000% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -6.951 | -10.207 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 55.5B | 391% |
| Annual Yield % from dividends | 1.97 | 2.22 | 89% |
| Returns for 1 year | -3.59 | -5.02 | 72% |
| Returns for 3 years | 4.98 | -0.42 | -1,173% |
| Returns for 5 years | 30.13 | 26.17 | 115% |
| Returns for 10 years | 41.70 | 58.76 | 71% |
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