Interact to see
Advertisement
Advertisement
RLBEX vs TBARX
RLBEX vs TBARX Comparison
Open Charts RLBEX vs TBARX
American Funds American Balanced R4
Price$39.48
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets268.19B
Touchstone Balanced R6
Price$30.81
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets1.01B
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: 268B vs. TBARX (1.01B). RLBEX (1.71) and TBARX (1.64) 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 : 11.09 vs. RLBEX (9.94).
| 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 | 16.221 | 12.987 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 1.01B | 26,508% |
| Annual Yield % from dividends | 1.71 | 1.64 | 104% |
| Returns for 1 year | 9.94 | 11.09 | 90% |
| Returns for 3 years | 43.51 | 49.22 | 88% |
| Returns for 5 years | 41.28 | N/A | - |
| Returns for 10 years | 80.23 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement