Interact to see
Advertisement
Advertisement
RLBFX vs TBARX
RLBFX vs TBARX Comparison
Open Charts RLBFX vs TBARX
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Touchstone Balanced R6
Price$30.21
Change+$0.03 (+0.10%)
VolumeN/A
Net Assets988.3M
RLBFX vs TBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. TBARX (988M). RLBFX pays higher dividends than TBARX: RLBFX (1.97) vs TBARX (1.64). RLBFX was incepted earlier than TBARX: RLBFX (24 years) vs TBARX (4 years). TBARX (1.13) is less costly to investors than RLBFX (0.29). TBARX is a more actively managed with annual turnover of: 82.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than TBARX: RLBFX (250) vs TBARX (50000). TBARX (9.67) and RLBFX (9.32) have marching annual gain over last year.
| RLBFX | TBARX | RLBFX / TBARX | |
| Total Expense Ratio | 0.29 | 0.63 | 46% |
| Annual Report Gross Expense Ratio | 0.29 | 1.13 | 26% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 14.331 | 10.677 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 988M | 26,619% |
| Annual Yield % from dividends | 1.97 | 1.64 | 120% |
| Returns for 1 year | 9.32 | 9.67 | 96% |
| Returns for 3 years | 42.18 | 45.97 | 92% |
| Returns for 5 years | 40.53 | N/A | - |
| Returns for 10 years | 74.39 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement