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RLBFX vs SIBAX
RLBFX vs SIBAX Comparison
Open Charts RLBFX vs SIBAX
American Funds American Balanced R5
Price$39.17
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
RLBFX vs SIBAX Comparison Chart in %
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RLBFX vs. SIBAX commentary
Oct 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 SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. SIBAX (73.6M). RLBFX pays higher dividends than SIBAX: RLBFX (2.00) vs SIBAX (1.39). 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 : 12.88 vs. RLBFX (10.26). SIBAX (45.27) and RLBFX (44.28) have equivalent 5 years return.
| 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 | 15.154 | 11.464 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 73.6M | 361,413% |
| Annual Yield % from dividends | 2.00 | 1.39 | 144% |
| Returns for 1 year | 10.26 | 12.88 | 80% |
| Returns for 3 years | 53.03 | 58.09 | 91% |
| Returns for 5 years | 44.28 | 45.27 | 98% |
| Returns for 10 years | 80.75 | 108.77 | 74% |
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