Interact to see
Advertisement
Advertisement
RLBEX vs TBARX
RLBEX vs TBARX Comparison
Open Charts RLBEX vs TBARX
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Touchstone Balanced R6
Price$30.92
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: 269B vs. TBARX (1.01B). RLBEX (1.68) 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 : 9.90 vs. RLBEX (9.28).
| 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 | 16.574 | 12.804 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.01B | 26,660% |
| Annual Yield % from dividends | 1.68 | 1.64 | 103% |
| Returns for 1 year | 9.28 | 9.90 | 94% |
| Returns for 3 years | 40.19 | 44.51 | 90% |
| Returns for 5 years | 39.06 | N/A | - |
| Returns for 10 years | 76.67 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement