Ad is loading...
RLBFX vs SIBAX
RLBFX vs SIBAX Comparison
Open Charts RLBFX vs SIBAX
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
RLBFX vs SIBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. SIBAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. SIBAX (69.4M). 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 : 14.36 vs. RLBFX (9.54). SIBAX return over 5 years is better than : 44.68 vs. RLBFX (31.70).
| 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 | 2.908 | 2.000 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 69.4M | 348,703% |
| Annual Yield % from dividends | 2.50 | 1.27 | 196% |
| Returns for 1 year | 9.54 | 14.36 | 66% |
| Returns for 3 years | 18.32 | 24.02 | 76% |
| Returns for 5 years | 31.70 | 44.68 | 71% |
| Returns for 10 years | 55.11 | 87.52 | 63% |