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RLBEX vs VBAIX
RLBEX vs VBAIX Comparison
Open Charts RLBEX vs VBAIX
American Funds American Balanced R4
Price$35.26
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Vanguard Balanced Index I
Price$49.40
Change-$0.49 (-0.98%)
VolumeN/A
Net Assets58.54B
RLBEX vs VBAIX Comparison Chart
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RLBEX vs. VBAIX commentary
Feb 23, 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 Hold and VBAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 242B vs. VBAIX (58.5B). RLBEX pays higher dividends than VBAIX: RLBEX (2.24) vs VBAIX (1.99). RLBEX was incepted earlier than VBAIX: RLBEX (23 years) vs VBAIX (24 years). 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 (9.22) and VBAIX (9.08) have marching annual gain over last year. RLBEX return over 5 years is better than : 30.07 vs. VBAIX (28.16).
| RLBEX | VBAIX | RLBEX / VBAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 2.889 | 1.877 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 58.5B | 414% |
| Annual Yield % from dividends | 2.24 | 1.99 | 112% |
| Returns for 1 year | 9.22 | 9.08 | 102% |
| Returns for 3 years | 17.55 | 12.93 | 136% |
| Returns for 5 years | 30.07 | 28.16 | 107% |
| Returns for 10 years | 54.52 | 80.12 | 68% |
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