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RLBCX vs SIBLX
RLBCX vs SIBLX Comparison
Open Charts RLBCX vs SIBLX
American Funds American Balanced R3
Price$33.25
Change+$1.61 (+5.09%)
VolumeN/A
Net Assets217.49B
Touchstone Balanced Y
Price$26.59
Change+$1.34 (+5.31%)
VolumeN/A
Net Assets845.02M
RLBCX vs SIBLX Comparison Chart
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RLBCX vs. SIBLX commentary
Apr 10, 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 Hold and SIBLX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 217B vs. SIBLX (845M). RLBCX (1.69) and SIBLX (1.66) have matching dividends . RLBCX was incepted earlier than SIBLX: RLBCX (23 years) vs SIBLX (18 years). RLBCX (0.89) is less costly to investors than SIBLX (0.79). RLBCX is a more actively managed with annual turnover of: 171.00 vs. SIBLX (70.00). RLBCX has a lower initial minimum investment than SIBLX: RLBCX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 0.29 vs. RLBCX (-3.72). SIBLX return over 5 years is better than : 36.63 vs. RLBCX (28.45).
| RLBCX | SIBLX | RLBCX / SIBLX | |
| Total Expense Ratio | 0.89 | 0.79 | 113% |
| Annual Report Gross Expense Ratio | 0.89 | 0.79 | 113% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -7.023 | -7.279 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 845M | 25,680% |
| Annual Yield % from dividends | 1.69 | 1.66 | 102% |
| Returns for 1 year | -3.72 | 0.29 | -1,282% |
| Returns for 3 years | 4.21 | 9.85 | 43% |
| Returns for 5 years | 28.45 | 36.63 | 78% |
| Returns for 10 years | 37.45 | 46.33 | 81% |
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