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RLBEX vs TRAIX
RLBEX vs TRAIX Comparison
Open Charts RLBEX vs TRAIX
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
T. Rowe Price Capital Appreciation I
Price$37.97
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets69.91B
RLBEX vs TRAIX Comparison Chart in %
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RLBEX vs. TRAIX commentary
Aug 18, 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 RLBEX is a Buy and TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. TRAIX (69.9B). TRAIX pays higher dividends than RLBEX: TRAIX (2.11) vs RLBEX (1.81). RLBEX was incepted earlier than TRAIX: RLBEX (23 years) vs TRAIX (10 years). TRAIX (0.61) and RLBEX (0.59) have similar cost to investors . TRAIX is a more actively managed with annual turnover of: 85.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than TRAIX: RLBEX (250) vs TRAIX (500000). RLBEX annual gain was more profitable for investors over the last year : 7.95 vs. TRAIX (4.36). RLBEX return over 5 years is better than : 37.99 vs. TRAIX (23.10).
| RLBEX | TRAIX | RLBEX / TRAIX | |
| Total Expense Ratio | 0.59 | 0.58 | 102% |
| Annual Report Gross Expense Ratio | 0.59 | 0.61 | 97% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.737 | 9.708 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 69.9B | 366% |
| Annual Yield % from dividends | 1.81 | 2.11 | 86% |
| Returns for 1 year | 7.95 | 4.36 | 182% |
| Returns for 3 years | 29.52 | 14.21 | 208% |
| Returns for 5 years | 37.99 | 23.10 | 164% |
| Returns for 10 years | 68.32 | N/A | - |
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