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RLBBX vs TRAIX
RLBBX vs TRAIX Comparison
Open Charts RLBBX vs TRAIX
American Funds American Balanced R2
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
T. Rowe Price Capital Appreciation I
Price$38.08
Change+$0.16 (+0.42%)
VolumeN/A
Net Assets69.54B
RLBBX vs TRAIX Comparison Chart in %
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RLBBX vs. TRAIX commentary
Sep 27, 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 RLBBX is a Hold and TRAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 262B vs. TRAIX (69.5B). TRAIX pays higher dividends than RLBBX: TRAIX (2.10) vs RLBBX (1.15). RLBBX was incepted earlier than TRAIX: RLBBX (23 years) vs TRAIX (10 years). RLBBX (1.32) is less costly to investors than TRAIX (0.61). TRAIX is a more actively managed with annual turnover of: 85.00 vs. RLBBX (44.00). RLBBX has a lower initial minimum investment than TRAIX: RLBBX (250) vs TRAIX (500000). RLBBX annual gain was more profitable for investors over the last year : 7.30 vs. TRAIX (1.82). RLBBX return over 5 years is better than : 40.04 vs. TRAIX (26.02).
| RLBBX | TRAIX | RLBBX / TRAIX | |
| Total Expense Ratio | 1.32 | 0.58 | 228% |
| Annual Report Gross Expense Ratio | 1.32 | 0.61 | 216% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 12.553 | 10.026 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 69.5B | 377% |
| Annual Yield % from dividends | 1.15 | 2.10 | 55% |
| Returns for 1 year | 7.30 | 1.82 | 402% |
| Returns for 3 years | 48.20 | 29.66 | 163% |
| Returns for 5 years | 40.04 | 26.02 | 154% |
| Returns for 10 years | 74.60 | N/A | - |
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