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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$38.78
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Allspring Index Asset Allocation A
Price$41.62
Change-$0.22 (-0.53%)
VolumeN/A
Net Assets1.24B
RLBFX vs SFAAX Comparison Chart in %
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RLBFX vs. SFAAX commentary
Nov 20, 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 Hold and SFAAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 264B vs. SFAAX (1.24B). RLBFX pays higher dividends than SFAAX: RLBFX (1.97) vs SFAAX (0.90). RLBFX was incepted earlier than SFAAX: RLBFX (24 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 : 9.13 vs. SFAAX (-2.34). RLBFX return over 5 years is better than : 39.76 vs. SFAAX (6.75).
| RLBFX | SFAAX | RLBFX / SFAAX | |
| Total Expense Ratio | 0.29 | 1.07 | 27% |
| Annual Report Gross Expense Ratio | 0.29 | 1.11 | 26% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 14.008 | 9.368 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 1.24B | 21,222% |
| Annual Yield % from dividends | 1.97 | 0.90 | 218% |
| Returns for 1 year | 9.13 | -2.34 | -390% |
| Returns for 3 years | 41.78 | 15.79 | 265% |
| Returns for 5 years | 39.76 | 6.75 | 589% |
| Returns for 10 years | 73.89 | 46.80 | 158% |
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