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RLBAX vs VBIAX
RLBAX vs VBIAX Comparison
Open Charts RLBAX vs VBIAX
American Funds American Balanced R1
Price$36.52
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets252.39B
Vanguard Balanced Index Adm
Price$50.16
Change+$0.22 (+0.44%)
VolumeN/A
Net Assets56.6B
RLBAX vs VBIAX Comparison Chart in %
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RLBAX vs. VBIAX 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 VBIAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 252B vs. VBIAX (56.6B). VBIAX pays higher dividends than RLBAX: VBIAX (2.09) vs RLBAX (1.18). RLBAX was incepted earlier than VBIAX: RLBAX (23 years) vs VBIAX (25 years). RLBAX (1.31) is less costly to investors than VBIAX (0.07). RLBAX is a more actively managed with annual turnover of: 44.00 vs. VBIAX (22.00). RLBAX has a lower initial minimum investment than VBIAX: RLBAX (250) vs VBIAX (3000). RLBAX annual gain was more profitable for investors over the last year : 7.00 vs. VBIAX (6.48). RLBAX return over 5 years is better than : 37.04 vs. VBIAX (34.25).
| RLBAX | VBIAX | RLBAX / VBIAX | |
| Total Expense Ratio | 1.31 | 0.07 | 1,871% |
| Annual Report Gross Expense Ratio | 1.31 | 0.07 | 1,871% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | 7.651 | 4.247 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 56.6B | 445% |
| Annual Yield % from dividends | 1.18 | 2.09 | 56% |
| Returns for 1 year | 7.00 | 6.48 | 108% |
| Returns for 3 years | 32.45 | 28.53 | 114% |
| Returns for 5 years | 37.04 | 34.25 | 108% |
| Returns for 10 years | 58.01 | 87.19 | 67% |
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