Interact to see
Advertisement
Advertisement
RLBFX vs SBBAX
RLBFX vs SBBAX Comparison
Open Charts RLBFX vs SBBAX
American Funds American Balanced R5
Price$36.57
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
Franklin Multi-Asset Conservative Gr A
Price$15.39
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets293.63M
RLBFX vs SBBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX 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 RLBFX is a Buy and SBBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 250B vs. SBBAX (294M). SBBAX pays higher dividends than RLBFX: SBBAX (2.46) vs RLBFX (2.18). RLBFX was incepted earlier than SBBAX: RLBFX (23 years) vs SBBAX (29 years). SBBAX (1.06) is less costly to investors than RLBFX (0.29). SBBAX is a more actively managed with annual turnover of: 82.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than SBBAX: RLBFX (250) vs SBBAX (1000). SBBAX annual gain was more profitable for investors over the last year : 8.99 vs. RLBFX (7.90). RLBFX return over 5 years is better than : 44.86 vs. SBBAX (26.58).
| RLBFX | SBBAX | RLBFX / SBBAX | |
| Total Expense Ratio | 0.29 | 1.06 | 27% |
| Annual Report Gross Expense Ratio | 0.29 | 1.06 | 27% |
| Fund Existence | 23 years | 29 years | - |
| Gain YTD | 7.138 | 5.481 | 130% |
| 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 | 2.18 | 2.46 | 89% |
| Returns for 1 year | 7.90 | 8.99 | 88% |
| Returns for 3 years | 35.14 | 23.61 | 149% |
| Returns for 5 years | 44.86 | 26.58 | 169% |
| Returns for 10 years | 67.01 | 25.42 | 264% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement