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QKBGX vs RLBAX
QKBGX vs RLBAX Comparison
Open Charts QKBGX vs RLBAX
Federated Hermes MDT Balanced R6
Price$22.87
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets279.8M
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
QKBGX vs RLBAX Comparison Chart in %
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QKBGX vs. RLBAX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. QKBGX (280M). QKBGX pays higher dividends than RLBAX: QKBGX (1.49) vs RLBAX (1.18). 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 : 7.00 vs. QKBGX (4.72). RLBAX return over 5 years is better than : 37.04 vs. QKBGX (28.03).
| 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 | 7.776 | 7.651 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 280M | 252B | 0% |
| Annual Yield % from dividends | 1.49 | 1.18 | 127% |
| Returns for 1 year | 4.72 | 7.00 | 67% |
| Returns for 3 years | 27.59 | 32.45 | 85% |
| Returns for 5 years | 28.03 | 37.04 | 76% |
| Returns for 10 years | 52.66 | 58.01 | 91% |
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