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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$23.67
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets294.33M
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
QKBGX vs RLBAX Comparison Chart in %
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QKBGX vs. RLBAX commentary
Sep 29, 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 QKBGX is a Buy and RLBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. QKBGX (294M). QKBGX pays higher dividends than RLBAX: QKBGX (1.45) vs RLBAX (1.15). QKBGX was incepted earlier than RLBAX: QKBGX (19 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than QKBGX (1.06). QKBGX is a more actively managed with annual turnover of: 68.00 vs. RLBAX (44.00). QKBGX has a lower initial minimum investment than RLBAX: QKBGX (0) vs RLBAX (250). RLBAX annual gain was more profitable for investors over the last year : 7.27 vs. QKBGX (3.09). RLBAX return over 5 years is better than : 40.00 vs. QKBGX (29.17).
| QKBGX | RLBAX | QKBGX / RLBAX | |
| Total Expense Ratio | 1.06 | 1.31 | 81% |
| Annual Report Gross Expense Ratio | 1.06 | 1.31 | 81% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 11.546 | 12.531 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 294M | 263B | 0% |
| Annual Yield % from dividends | 1.45 | 1.15 | 126% |
| Returns for 1 year | 3.09 | 7.27 | 42% |
| Returns for 3 years | 38.25 | 48.19 | 79% |
| Returns for 5 years | 29.17 | 40.00 | 73% |
| Returns for 10 years | 68.44 | 74.51 | 92% |