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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$35.56
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Allspring Index Asset Allocation A
Price$39.34
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets1.32B
RLBFX vs SFAAX Comparison Chart
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RLBFX vs. SFAAX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 243B vs. SFAAX (1.32B). 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 : 12.80 vs. SFAAX (4.09). RLBFX return over 5 years is better than : 33.38 vs. SFAAX (9.47).
| 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 | 3.082 | 1.764 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 1.32B | 18,395% |
| Annual Yield % from dividends | 2.50 | 0.90 | 280% |
| Returns for 1 year | 12.80 | 4.09 | 313% |
| Returns for 3 years | 16.67 | -3.86 | -432% |
| Returns for 5 years | 33.38 | 9.47 | 352% |
| Returns for 10 years | 58.87 | 37.60 | 157% |