Interact to see
Advertisement
Advertisement
RLBEX vs TBARX
RLBEX vs TBARX Comparison
Open Charts RLBEX vs TBARX
American Funds American Balanced R4
Price$39.20
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
RLBEX vs TBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. TBARX (1B). RLBEX (1.74) and TBARX (1.66) have matching dividends . RLBEX was incepted earlier than TBARX: RLBEX (23 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLBEX (0.59). TBARX is a more actively managed with annual turnover of: 82.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than TBARX: RLBEX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 10.92 vs. RLBEX (8.70).
| RLBEX | TBARX | RLBEX / TBARX | |
| Total Expense Ratio | 0.59 | 0.64 | 92% |
| Annual Report Gross Expense Ratio | 0.59 | 6.95 | 8% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.631 | 11.740 | 125% |
| 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 | 1.74 | 1.66 | 105% |
| Returns for 1 year | 8.70 | 10.92 | 80% |
| Returns for 3 years | 50.52 | 54.12 | 93% |
| Returns for 5 years | 42.04 | N/A | - |
| Returns for 10 years | 77.69 | N/A | - |