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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$39.03
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
Allspring Index Asset Allocation A
Price$42.02
Change-$0.03 (-0.07%)
VolumeN/A
Net Assets1.29B
RLBFX vs SFAAX Comparison Chart in %
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RLBFX vs. SFAAX commentary
Oct 06, 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 SFAAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. SFAAX (1.29B). RLBFX pays higher dividends than SFAAX: RLBFX (2.00) vs SFAAX (0.92). RLBFX was incepted earlier than SFAAX: RLBFX (23 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). 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 : 10.17 vs. SFAAX (-0.75). RLBFX return over 5 years is better than : 46.85 vs. SFAAX (11.88).
| RLBFX | SFAAX | RLBFX / SFAAX | |
| Total Expense Ratio | 0.29 | 1.07 | 27% |
| Annual Report Gross Expense Ratio | 0.29 | 1.11 | 26% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 14.743 | 9.839 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 1.29B | 20,684% |
| Annual Yield % from dividends | 2.00 | 0.92 | 218% |
| Returns for 1 year | 10.17 | -0.75 | -1,347% |
| Returns for 3 years | 48.45 | 19.21 | 252% |
| Returns for 5 years | 46.85 | 11.88 | 394% |
| Returns for 10 years | 81.97 | 51.81 | 158% |
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