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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$33.02
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation A
Price$36.19
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
RLBFX vs SFAAX Comparison Chart
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RLBFX vs. SFAAX commentary
Apr 18, 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: 225B vs. SFAAX (1.17B). RLBFX pays higher dividends than SFAAX: RLBFX (2.26) vs SFAAX (1.01). RLBFX was incepted earlier than SFAAX: RLBFX (23 years) vs SFAAX (38 years). SFAAX (1.11) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 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 : 2.88 vs. SFAAX (-3.89). RLBFX return over 5 years is better than : 33.40 vs. SFAAX (6.63).
| RLBFX | SFAAX | RLBFX / SFAAX | |
| Total Expense Ratio | 0.30 | 1.07 | 28% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | -3.617 | -4.804 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 2.26 | 1.01 | 223% |
| Returns for 1 year | 2.88 | -3.89 | -74% |
| Returns for 3 years | 10.75 | -7.37 | -146% |
| Returns for 5 years | 33.40 | 6.63 | 504% |
| Returns for 10 years | 47.01 | 28.07 | 167% |
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