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RLBFX vs SIBAX
RLBFX vs SIBAX Comparison
Open Charts RLBFX vs SIBAX
American Funds American Balanced R5
Price$37.24
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets253.84B
RLBFX vs SIBAX Comparison Chart in %
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RLBFX vs. SIBAX commentary
Aug 11, 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 SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 254B vs. SIBAX (70.1M). RLBFX pays higher dividends than SIBAX: RLBFX (2.08) vs SIBAX (1.45). RLBFX was incepted earlier than SIBAX: RLBFX (23 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). RLBFX has a lower initial minimum investment than SIBAX: RLBFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 14.52 vs. RLBFX (10.48). SIBAX return over 5 years is better than : 43.38 vs. RLBFX (38.77).
| RLBFX | SIBAX | RLBFX / SIBAX | |
| Total Expense Ratio | 0.29 | 0.91 | 32% |
| Annual Report Gross Expense Ratio | 0.29 | 1.11 | 26% |
| Fund Existence | 23 years | 32 years | - |
| Gain YTD | 9.101 | 6.779 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 70.1M | 362,340% |
| Annual Yield % from dividends | 2.08 | 1.45 | 143% |
| Returns for 1 year | 10.48 | 14.52 | 72% |
| Returns for 3 years | 32.76 | 37.32 | 88% |
| Returns for 5 years | 38.77 | 43.38 | 89% |
| Returns for 10 years | 68.01 | 95.50 | 71% |