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RLBCX vs SFAAX
RLBCX vs SFAAX Comparison
Open Charts RLBCX vs SFAAX
American Funds American Balanced R3
Price$34.11
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Allspring Index Asset Allocation A
Price$37.57
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.21B
RLBCX vs SFAAX Comparison Chart
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RLBCX 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 RLBCX is a Buy and SFAAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. SFAAX (1.21B). RLBCX pays higher dividends than SFAAX: RLBCX (1.70) vs SFAAX (1.02). RLBCX was incepted earlier than SFAAX: RLBCX (23 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). RLBCX has a lower initial minimum investment than SFAAX: RLBCX (250) vs SFAAX (1000). RLBCX annual gain was more profitable for investors over the last year : 3.86 vs. SFAAX (-4.04). RLBCX return over 5 years is better than : 34.81 vs. SFAAX (8.20).
| RLBCX | SFAAX | RLBCX / SFAAX | |
| Total Expense Ratio | 0.89 | 1.07 | 83% |
| Annual Report Gross Expense Ratio | 0.89 | 1.11 | 80% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 0.235 | -2.281 | -10% |
| 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 | 1.70 | 1.02 | 167% |
| Returns for 1 year | 3.86 | -4.04 | -96% |
| Returns for 3 years | 20.64 | 1.14 | 1,810% |
| Returns for 5 years | 34.81 | 8.20 | 424% |
| Returns for 10 years | 48.19 | 31.55 | 153% |
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