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RLBCX vs SGPGX
RLBCX vs SGPGX Comparison
Open Charts RLBCX vs SGPGX
American Funds American Balanced R3
Price$36.40
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets251.03B
SGI Prudent Growth
Price$11.14
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.83M
RLBCX vs SGPGX Comparison Chart in %
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RLBCX vs. SGPGX commentary
Jul 09, 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 SGPGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 251B vs. SGPGX (48.8M). SGPGX pays higher dividends than RLBCX: SGPGX (6.57) vs RLBCX (1.57). RLBCX was incepted earlier than SGPGX: RLBCX (23 years) vs SGPGX (5 years). SGPGX (2.07) is less costly to investors than RLBCX (0.89). SGPGX is a more actively managed with annual turnover of: 61.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than SGPGX: RLBCX (250) vs SGPGX (1000). RLBCX annual gain was more profitable for investors over the last year : 6.33 vs. SGPGX (4.12). RLBCX return over 5 years is better than : 38.38 vs. SGPGX (21.83).
| RLBCX | SGPGX | RLBCX / SGPGX | |
| Total Expense Ratio | 0.89 | 1.95 | 46% |
| Annual Report Gross Expense Ratio | 0.89 | 2.07 | 43% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 7.210 | 3.148 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 48.8M | 514,344% |
| Annual Yield % from dividends | 1.57 | 6.57 | 24% |
| Returns for 1 year | 6.33 | 4.12 | 154% |
| Returns for 3 years | 32.95 | 22.05 | 149% |
| Returns for 5 years | 38.38 | 21.83 | 176% |
| Returns for 10 years | 60.62 | N/A | - |
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