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RLBAX vs SFAAX
RLBAX vs SFAAX Comparison
Open Charts RLBAX vs SFAAX
American Funds American Balanced R1
Price$34.00
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets234.12B
Allspring Index Asset Allocation A
Price$37.57
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.21B
RLBAX vs SFAAX Comparison Chart
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RLBAX vs. SFAAX commentary
May 11, 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 SFAAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 234B vs. SFAAX (1.21B). RLBAX pays higher dividends than SFAAX: RLBAX (1.28) vs SFAAX (1.02). RLBAX was incepted earlier than SFAAX: RLBAX (23 years) vs SFAAX (39 years). RLBAX (1.31) is less costly to investors than SFAAX (1.11). RLBAX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). RLBAX has a lower initial minimum investment than SFAAX: RLBAX (250) vs SFAAX (1000). RLBAX annual gain was more profitable for investors over the last year : 3.43 vs. SFAAX (-4.04). RLBAX return over 5 years is better than : 32.37 vs. SFAAX (8.20).
| RLBAX | SFAAX | RLBAX / SFAAX | |
| Total Expense Ratio | 1.31 | 1.07 | 122% |
| Annual Report Gross Expense Ratio | 1.31 | 1.11 | 118% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 0.096 | -2.281 | -4% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,339% |
| Annual Yield % from dividends | 1.28 | 1.02 | 125% |
| Returns for 1 year | 3.43 | -4.04 | -85% |
| Returns for 3 years | 19.38 | 1.14 | 1,699% |
| Returns for 5 years | 32.37 | 8.20 | 395% |
| Returns for 10 years | 44.68 | 31.55 | 142% |