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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$34.41
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation A
Price$38.80
Change+$0.20 (+0.52%)
VolumeN/A
CapitalizationN/A
RLBFX vs SFAAX Comparison Chart
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RLBFX vs. SFAAX commentary
Dec 24, 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 Buy and SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. SFAAX (1.31B). 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 : 10.52 vs. SFAAX (4.16). RLBFX return over 5 years is better than : 31.65 vs. SFAAX (10.55).
| 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 | 9.899 | 3.716 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.31B | 18,043% |
| Annual Yield % from dividends | 2.50 | 0.90 | 280% |
| Returns for 1 year | 10.52 | 4.16 | 253% |
| Returns for 3 years | 10.16 | -8.83 | -115% |
| Returns for 5 years | 31.65 | 10.55 | 300% |
| Returns for 10 years | 53.78 | 37.55 | 143% |
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