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RLBAX vs TBARX
RLBAX vs TBARX Comparison
Open Charts RLBAX vs TBARX
American Funds American Balanced R1
Price$39.79
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets269.37B
Touchstone Balanced R6
Price$29.92
Change-$1.09 (-3.51%)
VolumeN/A
Net Assets1.01B
RLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. TBARX (1.01B). TBARX pays higher dividends than RLBAX: TBARX (1.64) vs RLBAX (1.07). RLBAX was incepted earlier than TBARX: RLBAX (24 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: 82.00 vs. RLBAX (44.00). RLBAX has a lower initial minimum investment than TBARX: RLBAX (250) vs TBARX (50000). RLBAX annual gain was more profitable for investors over the last year : 10.19 vs. TBARX (6.67).
| RLBAX | TBARX | RLBAX / TBARX | |
| Total Expense Ratio | 1.31 | 0.64 | 205% |
| Annual Report Gross Expense Ratio | 1.31 | 6.95 | 19% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 17.163 | 9.723 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.01B | 26,634% |
| Annual Yield % from dividends | 1.07 | 1.64 | 65% |
| Returns for 1 year | 10.19 | 6.67 | 153% |
| Returns for 3 years | 41.68 | 42.74 | 98% |
| Returns for 5 years | 36.12 | N/A | - |
| Returns for 10 years | 72.33 | N/A | - |
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