Interact to see
Advertisement
Advertisement
RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$36.94
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation A
Price$39.97
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
RLBFX vs SFAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. SFAAX commentary
Jul 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: 252B vs. SFAAX (1.26B). RLBFX pays higher dividends than SFAAX: RLBFX (2.10) vs SFAAX (0.95). 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 : 8.18 vs. SFAAX (-2.21). RLBFX return over 5 years is better than : 43.24 vs. SFAAX (10.55).
| 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 | 8.222 | 4.219 | 195% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 2.10 | 0.95 | 221% |
| Returns for 1 year | 8.18 | -2.21 | -370% |
| Returns for 3 years | 36.13 | 10.48 | 345% |
| Returns for 5 years | 43.24 | 10.55 | 410% |
| Returns for 10 years | 68.15 | 41.63 | 164% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement