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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$37.27
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
Allspring Index Asset Allocation A
Price$40.42
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets1.27B
RLBFX vs SFAAX Comparison Chart in %
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RLBFX vs. SFAAX commentary
Jul 27, 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: 254B vs. SFAAX (1.27B). 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 : 10.60 vs. SFAAX (0.30). RLBFX return over 5 years is better than : 41.40 vs. SFAAX (9.53).
| 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 | 9.189 | 5.392 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.27B | 20,016% |
| Annual Yield % from dividends | 2.10 | 0.95 | 221% |
| Returns for 1 year | 10.60 | 0.30 | 3,563% |
| Returns for 3 years | 35.79 | 10.15 | 352% |
| Returns for 5 years | 41.40 | 9.53 | 434% |
| Returns for 10 years | 68.15 | 41.98 | 162% |
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