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RLBFX vs TBARX
RLBFX vs TBARX Comparison
Open Charts RLBFX vs TBARX
American Funds American Balanced R5
Price$39.94
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
RLBFX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. TBARX (1.01B). RLBFX pays higher dividends than TBARX: RLBFX (1.93) 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 (9.90) and RLBFX (9.63) have marching annual gain over last year.
| 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 | 16.889 | 12.804 | 132% |
| 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 | 1.93 | 1.64 | 118% |
| Returns for 1 year | 9.63 | 9.90 | 97% |
| Returns for 3 years | 41.38 | 44.51 | 93% |
| Returns for 5 years | 40.86 | N/A | - |
| Returns for 10 years | 77.79 | N/A | - |
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