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RLBFX vs TRPBX
RLBFX vs TRPBX Comparison
Open Charts RLBFX vs TRPBX
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
T. Rowe Price Spectrum Moderate Allc I
Price$23.47
Change-$0.57 (-2.37%)
VolumeN/A
Net Assets1.96B
RLBFX vs TRPBX Comparison Chart
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RLBFX vs. TRPBX commentary
Apr 05, 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 Hold and TRPBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. TRPBX (1.96B). TRPBX pays higher dividends than RLBFX: TRPBX (2.52) vs RLBFX (2.26). RLBFX was incepted earlier than TRPBX: RLBFX (23 years) vs TRPBX (31 years). TRPBX (0.93) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. TRPBX (46.90). RLBFX has a lower initial minimum investment than TRPBX: RLBFX (250) vs TRPBX (2500). TRPBX annual gain was more profitable for investors over the last year : 2.37 vs. RLBFX (1.68). RLBFX return over 5 years is better than : 48.03 vs. TRPBX (31.06).
| RLBFX | TRPBX | RLBFX / TRPBX | |
| Total Expense Ratio | 0.30 | 0.75 | 40% |
| Annual Report Gross Expense Ratio | 0.30 | 0.93 | 32% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -2.099 | 1.500 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 1.96B | 11,996% |
| Annual Yield % from dividends | 2.26 | 2.52 | 90% |
| Returns for 1 year | 1.68 | 2.37 | 71% |
| Returns for 3 years | 9.95 | 2.04 | 487% |
| Returns for 5 years | 48.03 | 31.06 | 155% |
| Returns for 10 years | 50.46 | 23.09 | 219% |
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