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RLBFX vs SIBAX
RLBFX vs SIBAX Comparison
Open Charts RLBFX vs SIBAX
American Funds American Balanced R5
Price$33.54
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
RLBFX vs SIBAX Comparison Chart
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RLBFX vs. SIBAX commentary
Apr 04, 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 Hold and SIBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 235B vs. SIBAX (64.5M). RLBFX pays higher dividends than SIBAX: RLBFX (2.26) vs SIBAX (1.52). RLBFX was incepted earlier than SIBAX: RLBFX (23 years) vs SIBAX (31 years). SIBAX (1.11) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 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 : 6.30 vs. RLBFX (1.68). SIBAX return over 5 years is better than : 62.94 vs. RLBFX (48.03).
| RLBFX | SIBAX | RLBFX / SIBAX | |
| Total Expense Ratio | 0.30 | 0.91 | 33% |
| Annual Report Gross Expense Ratio | 0.30 | 1.11 | 27% |
| Fund Existence | 23 years | 31 years | - |
| Gain YTD | -2.099 | -3.803 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 64.5M | 364,341% |
| Annual Yield % from dividends | 2.26 | 1.52 | 149% |
| Returns for 1 year | 1.68 | 6.30 | 27% |
| Returns for 3 years | 9.95 | 13.82 | 72% |
| Returns for 5 years | 48.03 | 62.94 | 76% |
| Returns for 10 years | 50.46 | 78.08 | 65% |
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