Interact to see
Advertisement
Advertisement
RLBFX vs TBARX
RLBFX vs TBARX Comparison
Open Charts RLBFX vs TBARX
American Funds American Balanced R5
Price$39.35
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Touchstone Balanced R6
Price$30.70
Change+$0.23 (+0.75%)
VolumeN/A
Net Assets999.64M
RLBFX vs TBARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. TBARX (1B). RLBFX pays higher dividends than TBARX: RLBFX (2.00) vs TBARX (1.66). RLBFX was incepted earlier than TBARX: RLBFX (23 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLBFX (0.29). TBARX is a more actively managed with annual turnover of: 82.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than TBARX: RLBFX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 10.92 vs. RLBFX (9.05).
| RLBFX | TBARX | RLBFX / TBARX | |
| Total Expense Ratio | 0.29 | 0.64 | 45% |
| Annual Report Gross Expense Ratio | 0.29 | 6.95 | 4% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 14.890 | 11.740 | 127% |
| 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 | 2.00 | 1.66 | 121% |
| Returns for 1 year | 9.05 | 10.92 | 83% |
| Returns for 3 years | 51.85 | 54.12 | 96% |
| Returns for 5 years | 43.90 | N/A | - |
| Returns for 10 years | 78.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement