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RLBGX vs TRAIX
RLBGX vs TRAIX Comparison
Open Charts RLBGX vs TRAIX
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Capital Appreciation I
Price$36.99
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
RLBGX vs TRAIX Comparison Chart in %
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RLBGX vs. TRAIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. TRAIX (68.1B). 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 : 8.24 vs. TRAIX (3.82). RLBGX return over 5 years is better than : 43.50 vs. TRAIX (26.55).
| 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 | 8.259 | 6.877 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 68.1B | 370% |
| Annual Yield % from dividends | 2.15 | 2.15 | 100% |
| Returns for 1 year | 8.24 | 3.82 | 216% |
| Returns for 3 years | 36.31 | 23.00 | 158% |
| Returns for 5 years | 43.50 | 26.55 | 164% |
| Returns for 10 years | 68.54 | N/A | - |
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