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RLBFX vs TBARX
RLBFX vs TBARX Comparison
Open Charts RLBFX vs TBARX
American Funds American Balanced R5
Price$39.63
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
RLBFX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 268B vs. TBARX (1.01B). RLBFX pays higher dividends than TBARX: RLBFX (1.97) vs TBARX (1.64). RLBFX was incepted earlier than TBARX: RLBFX (24 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 : 11.09 vs. RLBFX (10.28).
| RLBFX | TBARX | RLBFX / TBARX | |
| Total Expense Ratio | 0.29 | 0.64 | 45% |
| Annual Report Gross Expense Ratio | 0.29 | 6.95 | 4% |
| Fund Existence | 24 years | 4 years | - |
| Gain YTD | 16.507 | 12.987 | 127% |
| 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 | 1.97 | 1.64 | 120% |
| Returns for 1 year | 10.28 | 11.09 | 93% |
| Returns for 3 years | 44.74 | 49.22 | 91% |
| Returns for 5 years | 43.06 | N/A | - |
| Returns for 10 years | 81.39 | N/A | - |
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