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RLBAX vs TBARX
RLBAX vs TBARX Comparison
Open Charts RLBAX vs TBARX
American Funds American Balanced R1
Price$38.89
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
Touchstone Balanced R6
Price$30.70
Change+$0.23 (+0.75%)
VolumeN/A
Net Assets999.64M
RLBAX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 266B vs. TBARX (1B). TBARX pays higher dividends than RLBAX: TBARX (1.66) vs RLBAX (1.10). 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: 82.00 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 : 10.92 vs. RLBAX (7.84).
| 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 | 13.947 | 11.740 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1B | 26,600% |
| Annual Yield % from dividends | 1.10 | 1.66 | 66% |
| Returns for 1 year | 7.84 | 10.92 | 72% |
| Returns for 3 years | 47.39 | 54.12 | 88% |
| Returns for 5 years | 37.69 | N/A | - |
| Returns for 10 years | 67.66 | N/A | - |
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