Interact to see
Advertisement
Advertisement
RLBAX vs VBAIX
RLBAX vs VBAIX Comparison
Open Charts RLBAX vs VBAIX
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Vanguard Balanced Index I
Price$50.17
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
RLBAX vs VBAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBAX vs. VBAIX 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 RLBAX is a Buy and VBAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. VBAIX (56.6B). VBAIX pays higher dividends than RLBAX: VBAIX (2.10) vs RLBAX (1.18). RLBAX was incepted earlier than VBAIX: RLBAX (23 years) vs VBAIX (25 years). RLBAX (1.31) is less costly to investors than VBAIX (0.06). RLBAX is a more actively managed with annual turnover of: 44.00 vs. VBAIX (22.00). RLBAX has a lower initial minimum investment than VBAIX: RLBAX (250) vs VBAIX (5000000). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. VBAIX (6.51). RLBAX return over 5 years is better than : 37.04 vs. VBAIX (34.28).
| RLBAX | VBAIX | RLBAX / VBAIX | |
| Total Expense Ratio | 1.31 | 0.06 | 2,183% |
| Annual Report Gross Expense Ratio | 1.31 | 0.06 | 2,183% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 7.651 | 4.249 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 56.6B | 445% |
| Annual Yield % from dividends | 1.18 | 2.10 | 56% |
| Returns for 1 year | 7.00 | 6.51 | 107% |
| Returns for 3 years | 32.45 | 28.54 | 114% |
| Returns for 5 years | 37.04 | 34.28 | 108% |
| Returns for 10 years | 58.01 | 87.33 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement