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RLBAX vs TBARX
RLBAX vs TBARX Comparison
Open Charts RLBAX vs TBARX
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.75B
Touchstone Balanced R6
Price$30.52
Change+$0.09 (+0.30%)
VolumeN/A
Net Assets1B
RLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. TBARX (1.01B). TBARX pays higher dividends than RLBAX: TBARX (1.68) vs RLBAX (1.15). RLBAX was incepted earlier than TBARX: RLBAX (23 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLBAX (1.31). TBARX is a more actively managed with annual turnover of: 70.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than TBARX: RLBAX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 11.26 vs. RLBAX (7.27).
| RLBAX | TBARX | RLBAX / TBARX | |
| Total Expense Ratio | 1.31 | 0.64 | 205% |
| Annual Report Gross Expense Ratio | 1.31 | 6.95 | 19% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 12.531 | 11.465 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 1.01B | 26,169% |
| Annual Yield % from dividends | 1.15 | 1.68 | 68% |
| Returns for 1 year | 7.27 | 11.26 | 65% |
| Returns for 3 years | 48.19 | 56.88 | 85% |
| Returns for 5 years | 40.00 | N/A | - |
| Returns for 10 years | 74.51 | N/A | - |
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