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RLBFX vs SIBAX
RLBFX vs SIBAX Comparison
Open Charts RLBFX vs SIBAX
American Funds American Balanced R5
Price$38.58
Change-$0.11 (-0.28%)
VolumeN/A
Net Assets263.25B
RLBFX vs SIBAX Comparison Chart in %
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RLBFX vs. SIBAX commentary
Sep 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 SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. SIBAX (73.1M). RLBFX pays higher dividends than SIBAX: RLBFX (2.05) vs SIBAX (1.43). 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 : 13.32 vs. RLBFX (9.55). SIBAX return over 5 years is better than : 49.52 vs. RLBFX (44.60).
| 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 | 13.027 | 10.669 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 73.1M | 359,781% |
| Annual Yield % from dividends | 2.05 | 1.43 | 143% |
| Returns for 1 year | 9.55 | 13.32 | 72% |
| Returns for 3 years | 43.97 | 50.86 | 86% |
| Returns for 5 years | 44.60 | 49.52 | 90% |
| Returns for 10 years | 82.04 | 109.93 | 75% |
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