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RLBCX vs TBARX
RLBCX vs TBARX Comparison
Open Charts RLBCX vs TBARX
American Funds American Balanced R3
Price$39.01
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
Touchstone Balanced R6
Price$30.70
Change+$0.23 (+0.75%)
VolumeN/A
Net Assets999.64M
RLBCX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. TBARX (1B). TBARX pays higher dividends than RLBCX: TBARX (1.66) vs RLBCX (1.49). RLBCX was incepted earlier than TBARX: RLBCX (23 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLBCX (0.89). TBARX is a more actively managed with annual turnover of: 82.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than TBARX: RLBCX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 10.92 vs. RLBCX (8.34).
| RLBCX | TBARX | RLBCX / TBARX | |
| Total Expense Ratio | 0.89 | 0.64 | 139% |
| Annual Report Gross Expense Ratio | 0.89 | 6.95 | 13% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.364 | 11.740 | 122% |
| 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 | 1.49 | 1.66 | 90% |
| Returns for 1 year | 8.34 | 10.92 | 76% |
| Returns for 3 years | 49.26 | 54.12 | 91% |
| Returns for 5 years | 40.24 | N/A | - |
| Returns for 10 years | 72.18 | N/A | - |