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RLBFX vs TBARX
RLBFX vs TBARX Comparison
Open Charts RLBFX vs TBARX
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
Touchstone Balanced R6
Price$29.96
Change-$0.61 (-2.00%)
VolumeN/A
Net Assets1.01B
RLBFX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. TBARX (1.01B). RLBFX pays higher dividends than TBARX: RLBFX (2.13) vs TBARX (1.66). RLBFX was incepted earlier than TBARX: RLBFX (24 years) vs TBARX (4 years). TBARX (1.13) 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). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. TBARX (7.91).
| RLBFX | TBARX | RLBFX / TBARX | |
| Total Expense Ratio | 0.29 | 0.63 | 46% |
| Annual Report Gross Expense Ratio | 0.29 | 1.13 | 26% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 2.503 | 0.369 | 679% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.01B | 26,706% |
| Annual Yield % from dividends | 2.13 | 1.66 | 129% |
| Returns for 1 year | 11.69 | 7.91 | 148% |
| Returns for 3 years | 38.02 | 38.38 | 99% |
| Returns for 5 years | 37.38 | N/A | - |
| Returns for 10 years | 91.94 | N/A | - |
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