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RLBAX vs SIBLX
RLBAX vs SIBLX Comparison
Open Charts RLBAX vs SIBLX
American Funds American Balanced R1
Price$34.47
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
Touchstone Balanced Y
Price$28.16
Change+$0.17 (+0.61%)
VolumeN/A
CapitalizationN/A
RLBAX vs SIBLX Comparison Chart
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RLBAX vs. SIBLX commentary
Dec 25, 2024
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 SIBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 238B vs. SIBLX (956M). RLBAX pays higher dividends than SIBLX: RLBAX (1.59) vs SIBLX (1.51). RLBAX was incepted earlier than SIBLX: RLBAX (23 years) vs SIBLX (17 years). RLBAX is a more actively managed with annual turnover of: 171.00 vs. SIBLX (57.00). RLBAX has a lower initial minimum investment than SIBLX: RLBAX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 14.02 vs. RLBAX (9.82). SIBLX return over 5 years is better than : 39.20 vs. RLBAX (26.54).
| RLBAX | SIBLX | RLBAX / SIBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.370 | 13.731 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 956M | 24,895% |
| Annual Yield % from dividends | 1.59 | 1.51 | 105% |
| Returns for 1 year | 9.82 | 14.02 | 70% |
| Returns for 3 years | 7.27 | 12.27 | 59% |
| Returns for 5 years | 26.54 | 39.20 | 68% |
| Returns for 10 years | 45.99 | 61.01 | 75% |
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