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RLBFX vs SIBAX
RLBFX vs SIBAX Comparison
Open Charts RLBFX vs SIBAX
American Funds American Balanced R5
Price$34.44
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
RLBFX vs SIBAX Comparison Chart
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RLBFX vs. SIBAX 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 SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 234B vs. SIBAX (63M). RLBFX pays higher dividends than SIBAX: RLBFX (2.26) vs SIBAX (1.55). RLBFX was incepted earlier than SIBAX: RLBFX (23 years) vs SIBAX (31 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 : 5.98 vs. RLBFX (5.06). SIBAX return over 5 years is better than : 43.64 vs. RLBFX (38.47).
| 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 | 31 years | - |
| Gain YTD | 0.528 | -3.975 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 63M | 371,429% |
| Annual Yield % from dividends | 2.26 | 1.55 | 146% |
| Returns for 1 year | 5.06 | 5.98 | 85% |
| Returns for 3 years | 22.75 | 25.83 | 88% |
| Returns for 5 years | 38.47 | 43.64 | 88% |
| Returns for 10 years | 53.33 | 76.98 | 69% |