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QCBGX vs RLBAX
QCBGX vs RLBAX Comparison
Open Charts QCBGX vs RLBAX
Federated Hermes MDT Balanced C
Price$21.47
Change-$0.22 (-1.01%)
VolumeN/A
Net Assets268.53M
American Funds American Balanced R1
Price$35.31
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
QCBGX vs RLBAX Comparison Chart
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QCBGX vs. RLBAX commentary
Jun 15, 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 Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 244B vs. QCBGX (269M). RLBAX pays higher dividends than QCBGX: RLBAX (1.23) vs QCBGX (0.65). QCBGX was incepted earlier than RLBAX: QCBGX (20 years) vs RLBAX (23 years). QCBGX (2.12) 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 : 4.45 vs. QCBGX (0.62). RLBAX return over 5 years is better than : 34.05 vs. QCBGX (19.69).
| QCBGX | RLBAX | QCBGX / RLBAX | |
| Total Expense Ratio | 2.12 | 1.31 | 162% |
| Annual Report Gross Expense Ratio | 2.12 | 1.31 | 162% |
| Fund Existence | 20 years | 23 years | - |
| Gain YTD | 3.670 | 4.085 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 250 | 600% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269M | 244B | 0% |
| Annual Yield % from dividends | 0.65 | 1.23 | 53% |
| Returns for 1 year | 0.62 | 4.45 | 14% |
| Returns for 3 years | 20.75 | 30.02 | 69% |
| Returns for 5 years | 19.69 | 34.05 | 58% |
| Returns for 10 years | 33.78 | 51.23 | 66% |
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