Interact to see
Advertisement
Advertisement
RLBCX vs SBBAX
RLBCX vs SBBAX Comparison
Open Charts RLBCX vs SBBAX
American Funds American Balanced R3
Price$36.28
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets250.05B
Franklin Multi-Asset Conservative Gr A
Price$15.39
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets293.63M
RLBCX vs SBBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBCX vs. SBBAX commentary
Jun 29, 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 RLBCX is a Buy and SBBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 250B vs. SBBAX (294M). SBBAX pays higher dividends than RLBCX: SBBAX (2.46) vs RLBCX (1.63). RLBCX was incepted earlier than SBBAX: RLBCX (23 years) vs SBBAX (29 years). SBBAX (1.06) is less costly to investors than RLBCX (0.89). SBBAX is a more actively managed with annual turnover of: 82.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than SBBAX: RLBCX (250) vs SBBAX (1000). SBBAX annual gain was more profitable for investors over the last year : 8.99 vs. RLBCX (7.24). RLBCX return over 5 years is better than : 41.21 vs. SBBAX (26.58).
| RLBCX | SBBAX | RLBCX / SBBAX | |
| Total Expense Ratio | 0.89 | 1.06 | 84% |
| Annual Report Gross Expense Ratio | 0.89 | 1.06 | 84% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 6.857 | 5.481 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 250B | 294M | 85,034% |
| Annual Yield % from dividends | 1.63 | 2.46 | 66% |
| Returns for 1 year | 7.24 | 8.99 | 81% |
| Returns for 3 years | 33.02 | 23.61 | 140% |
| Returns for 5 years | 41.21 | 26.58 | 155% |
| Returns for 10 years | 61.08 | 25.42 | 240% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CLIFX | 20.76 | 0.15 | +0.73% |
| Clifford Capital Partners Institutional | |||
| VIGAX | 224.59 | 1.40 | +0.63% |
| Vanguard Growth Index Admiral | |||
| WFTCX | 5.12 | 0.03 | +0.59% |
| Allspring Innovation Fund - Class C | |||
| MSKLX | 12.94 | 0.04 | +0.31% |
| Morgan Stanley Inst Discovery L | |||
| GQEPX | 21.82 | 0.06 | +0.28% |
| GQG Partners US Select Quality Eq Inv | |||