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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$36.60
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation A
Price$43.66
Change+$0.10 (+0.23%)
VolumeN/A
CapitalizationN/A
RLBFX vs SFAAX Comparison Chart
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RLBFX vs. SFAAX commentary
Nov 23, 2024
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 StrongBuy and SFAAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. SFAAX (1.35B). RLBFX pays higher dividends than SFAAX: RLBFX (2.50) vs SFAAX (0.90). RLBFX was incepted earlier than SFAAX: RLBFX (23 years) vs SFAAX (38 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SFAAX (11.00). RLBFX has a lower initial minimum investment than SFAAX: RLBFX (250) vs SFAAX (1000). RLBFX annual gain was more profitable for investors over the last year : 21.14 vs. SFAAX (13.82). RLBFX return over 5 years is better than : 38.00 vs. SFAAX (24.01).
| RLBFX | SFAAX | RLBFX / SFAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 15.247 | 15.669 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 1.35B | 17,617% |
| Annual Yield % from dividends | 2.50 | 0.90 | 280% |
| Returns for 1 year | 21.14 | 13.82 | 153% |
| Returns for 3 years | 12.82 | -3.97 | -323% |
| Returns for 5 years | 38.00 | 24.01 | 158% |
| Returns for 10 years | 53.43 | 54.12 | 99% |
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