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RLBGX vs TRAIX
RLBGX vs TRAIX Comparison
Open Charts RLBGX vs TRAIX
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
T. Rowe Price Capital Appreciation I
Price$37.80
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.55B
RLBGX vs TRAIX Comparison Chart in %
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RLBGX vs. TRAIX commentary
Jul 27, 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 RLBGX is a Buy and TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. TRAIX (69.6B). TRAIX (2.15) and RLBGX (2.15) have matching dividends . RLBGX was incepted earlier than TRAIX: RLBGX (16 years) vs TRAIX (10 years). TRAIX (0.61) is less costly to investors than RLBGX (0.25). TRAIX is a more actively managed with annual turnover of: 85.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than TRAIX: RLBGX (250) vs TRAIX (500000). RLBGX annual gain was more profitable for investors over the last year : 10.64 vs. TRAIX (6.09). RLBGX return over 5 years is better than : 41.65 vs. TRAIX (24.83).
| RLBGX | TRAIX | RLBGX / TRAIX | |
| Total Expense Ratio | 0.25 | 0.58 | 43% |
| Annual Report Gross Expense Ratio | 0.25 | 0.61 | 41% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 9.228 | 9.217 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.6B | 365% |
| Annual Yield % from dividends | 2.15 | 2.15 | 100% |
| Returns for 1 year | 10.64 | 6.09 | 175% |
| Returns for 3 years | 35.96 | 21.99 | 164% |
| Returns for 5 years | 41.65 | 24.83 | 168% |
| Returns for 10 years | 68.54 | N/A | - |
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