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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Allspring Index Asset Allocation A
Price$37.58
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.21B
RLBFX vs SFAAX Comparison Chart
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RLBFX vs. SFAAX commentary
May 09, 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: 234B vs. SFAAX (1.21B). RLBFX pays higher dividends than SFAAX: RLBFX (2.26) vs SFAAX (1.02). 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 : 5.06 vs. SFAAX (-3.73). RLBFX return over 5 years is better than : 38.47 vs. SFAAX (8.06).
| 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 | 0.528 | -2.411 | -22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,355% |
| Annual Yield % from dividends | 2.26 | 1.02 | 222% |
| Returns for 1 year | 5.06 | -3.73 | -136% |
| Returns for 3 years | 22.75 | 1.27 | 1,788% |
| Returns for 5 years | 38.47 | 8.06 | 477% |
| Returns for 10 years | 53.33 | 31.16 | 171% |