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RLBFX vs VCAAX
RLBFX vs VCAAX Comparison
Open Charts RLBFX vs VCAAX
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
VALIC Company I Asset Allocation
Price$12.34
Change+$0.07 (+0.57%)
VolumeN/A
Net Assets150.63M
RLBFX vs VCAAX Comparison Chart
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RLBFX vs. VCAAX commentary
Jan 19, 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 VCAAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. VCAAX (151M). RLBFX pays higher dividends than VCAAX: RLBFX (2.50) vs VCAAX (1.49). RLBFX was incepted earlier than VCAAX: RLBFX (23 years) vs VCAAX (41 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. VCAAX (46.00). VCAAX has a lower initial minimum investment than RLBFX: VCAAX (0) vs RLBFX (250). VCAAX annual gain was more profitable for investors over the last year : 16.97 vs. RLBFX (12.61). RLBFX return over 5 years is better than : 31.46 vs. VCAAX (20.81).
| RLBFX | VCAAX | RLBFX / VCAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 41 years | - |
| Gain YTD | 1.948 | 1.231 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 151M | 158,940% |
| Annual Yield % from dividends | 2.50 | 1.49 | 168% |
| Returns for 1 year | 12.61 | 16.97 | 74% |
| Returns for 3 years | 13.10 | -1.25 | -1,051% |
| Returns for 5 years | 31.46 | 20.81 | 151% |
| Returns for 10 years | 58.66 | 13.65 | 430% |
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