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RLBEX vs SFAAX
RLBEX vs SFAAX Comparison
Open Charts RLBEX vs SFAAX
American Funds American Balanced R4
Price$34.28
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
RLBEX vs SFAAX Comparison Chart
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RLBEX 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 RLBEX is a Buy and SFAAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. SFAAX (1.21B). RLBEX pays higher dividends than SFAAX: RLBEX (1.98) vs SFAAX (1.02). RLBEX was incepted earlier than SFAAX: RLBEX (23 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). RLBEX has a lower initial minimum investment than SFAAX: RLBEX (250) vs SFAAX (1000). RLBEX annual gain was more profitable for investors over the last year : 4.20 vs. SFAAX (-4.04). RLBEX return over 5 years is better than : 36.57 vs. SFAAX (8.20).
| RLBEX | SFAAX | RLBEX / SFAAX | |
| Total Expense Ratio | 0.59 | 1.07 | 55% |
| Annual Report Gross Expense Ratio | 0.59 | 1.11 | 53% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 0.337 | -2.281 | -15% |
| 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 | 1.98 | 1.02 | 194% |
| Returns for 1 year | 4.20 | -4.04 | -104% |
| Returns for 3 years | 21.53 | 1.14 | 1,888% |
| Returns for 5 years | 36.57 | 8.20 | 446% |
| Returns for 10 years | 52.73 | 31.55 | 167% |
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