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RLBAX vs SIBAX
RLBAX vs SIBAX Comparison
Open Charts RLBAX vs SIBAX
American Funds American Balanced R1
Price$33.17
Change-$0.87 (-2.56%)
VolumeN/A
Net Assets235.03B
RLBAX vs SIBAX Comparison Chart
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RLBAX vs. SIBAX commentary
Apr 04, 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 Hold and SIBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 235B vs. SIBAX (64.5M). SIBAX pays higher dividends than RLBAX: SIBAX (1.52) vs RLBAX (1.27). RLBAX was incepted earlier than SIBAX: RLBAX (23 years) vs SIBAX (31 years). RLBAX (1.33) is less costly to investors than SIBAX (1.11). RLBAX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (33.30). RLBAX has a lower initial minimum investment than SIBAX: RLBAX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 6.30 vs. RLBAX (0.57). SIBAX return over 5 years is better than : 62.94 vs. RLBAX (41.60).
| RLBAX | SIBAX | RLBAX / SIBAX | |
| Total Expense Ratio | 1.33 | 0.91 | 146% |
| Annual Report Gross Expense Ratio | 1.33 | 1.11 | 120% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -2.348 | -3.803 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 64.5M | 364,341% |
| Annual Yield % from dividends | 1.27 | 1.52 | 84% |
| Returns for 1 year | 0.57 | 6.30 | 9% |
| Returns for 3 years | 7.24 | 13.82 | 52% |
| Returns for 5 years | 41.60 | 62.94 | 66% |
| Returns for 10 years | 41.83 | 78.08 | 54% |
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