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RLBAX vs TBARX
RLBAX vs TBARX Comparison
Open Charts RLBAX vs TBARX
American Funds American Balanced R1
Price$37.99
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Touchstone Balanced R6
Price$29.96
Change-$0.61 (-2.00%)
VolumeN/A
Net Assets1.01B
RLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 270B vs. TBARX (1.01B). TBARX pays higher dividends than RLBAX: TBARX (1.66) vs RLBAX (1.22). RLBAX was incepted earlier than TBARX: RLBAX (24 years) vs TBARX (4 years). RLBAX (1.31) is less costly to investors than TBARX (1.13). 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 : 10.45 vs. TBARX (7.91).
| RLBAX | TBARX | RLBAX / TBARX | |
| Total Expense Ratio | 1.31 | 0.63 | 208% |
| Annual Report Gross Expense Ratio | 1.31 | 1.13 | 116% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 2.371 | 0.369 | 644% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.01B | 26,706% |
| Annual Yield % from dividends | 1.22 | 1.66 | 73% |
| Returns for 1 year | 10.45 | 7.91 | 132% |
| Returns for 3 years | 33.63 | 38.38 | 88% |
| Returns for 5 years | 31.35 | N/A | - |
| Returns for 10 years | 79.34 | N/A | - |
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