Interact to see
Advertisement
Advertisement
QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$22.87
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets299.61M
American Funds American Balanced R1
Price$38.62
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
QCBGX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
QCBGX vs. RLBAX commentary
Oct 21, 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 QCBGX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. QCBGX (300M). RLBAX pays higher dividends than QCBGX: RLBAX (1.10) vs QCBGX (0.61). QCBGX was incepted earlier than RLBAX: QCBGX (20 years) vs RLBAX (23 years). QCBGX (2.11) is less costly to investors than RLBAX (1.31). QCBGX is a more actively managed with annual turnover of: 68.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than QCBGX: RLBAX (250) vs QCBGX (1500). RLBAX annual gain was more profitable for investors over the last year : 7.84 vs. QCBGX (0.89). RLBAX return over 5 years is better than : 37.69 vs. QCBGX (17.19).
| QCBGX | RLBAX | QCBGX / RLBAX | |
| Total Expense Ratio | 2.11 | 1.31 | 161% |
| Annual Report Gross Expense Ratio | 2.11 | 1.31 | 161% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 10.430 | 13.947 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 266B | 0% |
| Annual Yield % from dividends | 0.61 | 1.10 | 55% |
| Returns for 1 year | 0.89 | 7.84 | 11% |
| Returns for 3 years | 30.14 | 47.39 | 64% |
| Returns for 5 years | 17.19 | 37.69 | 46% |
| Returns for 10 years | 48.21 | 67.66 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement