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RLBFX vs SIBAX
RLBFX vs SIBAX Comparison
Open Charts RLBFX vs SIBAX
American Funds American Balanced R5
Price$34.89
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
RLBFX vs SIBAX Comparison Chart
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RLBFX vs. SIBAX commentary
Dec 27, 2024
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: 239B vs. SIBAX (69.8M). RLBFX pays higher dividends than SIBAX: RLBFX (2.50) vs SIBAX (1.27). RLBFX was incepted earlier than SIBAX: RLBFX (23 years) vs SIBAX (31 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (39.71). 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 : 18.62 vs. RLBFX (11.12). SIBAX return over 5 years is better than : 50.38 vs. RLBFX (32.74).
| RLBFX | SIBAX | RLBFX / SIBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | 11.432 | 18.853 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 69.8M | 342,407% |
| Annual Yield % from dividends | 2.50 | 1.27 | 196% |
| Returns for 1 year | 11.12 | 18.62 | 60% |
| Returns for 3 years | 9.76 | 10.75 | 91% |
| Returns for 5 years | 32.74 | 50.38 | 65% |
| Returns for 10 years | 55.55 | 91.07 | 61% |
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