Interact to see
Advertisement
Advertisement
RLBFX vs THMAX
RLBFX vs THMAX Comparison
Open Charts RLBFX vs THMAX
American Funds American Balanced R5
Price$34.97
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
Thrivent Moderate Allocation A
Price$15.60
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.8B
RLBFX vs THMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. THMAX commentary
May 24, 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 RLBFX is a Buy and THMAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. THMAX (3.8B). THMAX (2.27) and RLBFX (2.26) have matching dividends . RLBFX was incepted earlier than THMAX: RLBFX (23 years) vs THMAX (20 years). THMAX (1.26) is less costly to investors than RLBFX (0.29). THMAX is a more actively managed with annual turnover of: 50.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than THMAX: RLBFX (250) vs THMAX (2000). RLBFX annual gain was more profitable for investors over the last year : 5.05 vs. THMAX (1.79). RLBFX return over 5 years is better than : 39.77 vs. THMAX (27.16).
| RLBFX | THMAX | RLBFX / THMAX | |
| Total Expense Ratio | 0.29 | 1.06 | 27% |
| Annual Report Gross Expense Ratio | 0.29 | 1.26 | 23% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 2.075 | 0.363 | 571% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 3.8B | 6,270% |
| Annual Yield % from dividends | 2.26 | 2.27 | 100% |
| Returns for 1 year | 5.05 | 1.79 | 281% |
| Returns for 3 years | 23.43 | 20.23 | 116% |
| Returns for 5 years | 39.77 | 27.16 | 146% |
| Returns for 10 years | 55.01 | 34.71 | 158% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement