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RLBAX vs RLBFX
RLBAX vs RLBFX Comparison
Open Charts RLBAX vs RLBFX
American Funds American Balanced R1
Price$36.59
Change-$0.20 (-0.54%)
VolumeN/A
Net Assets253.92B
American Funds American Balanced R5
Price$37.03
Change-$0.21 (-0.56%)
VolumeN/A
Net Assets253.92B
RLBAX vs RLBFX Comparison Chart in %
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RLBAX vs. RLBFX commentary
Aug 06, 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 RLBAX is a Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX (254B) and RLBFX (254B) have equal amount of cash in the bank . RLBFX pays higher dividends than RLBAX: RLBFX (2.08) vs RLBAX (1.17). RLBAX was incepted earlier than RLBFX: RLBAX (23 years) vs RLBFX (23 years). RLBAX (1.31) is less costly to investors than RLBFX (0.29). RLBAX (44.00) and RLBFX (44.00) have comparable annual turnover. RLBAX (250) and RLBFX (250) have matching initial minimum investment requirements. RLBFX annual gain was more profitable for investors over the last year : 11.28 vs. RLBAX (10.13). RLBFX return over 5 years is better than : 38.22 vs. RLBAX (32.30).
| RLBAX | RLBFX | RLBAX / RLBFX | |
| Total Expense Ratio | 1.31 | 0.29 | 452% |
| Annual Report Gross Expense Ratio | 1.31 | 0.29 | 452% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 7.858 | 8.486 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 1.17 | 2.08 | 56% |
| Returns for 1 year | 10.13 | 11.28 | 90% |
| Returns for 3 years | 28.34 | 31.88 | 89% |
| Returns for 5 years | 32.30 | 38.22 | 85% |
| Returns for 10 years | 57.42 | 67.40 | 85% |
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