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RLBGX vs SWOBX
RLBGX vs SWOBX Comparison
Open Charts RLBGX vs SWOBX
American Funds American Balanced R6
Price$34.92
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
Schwab Balanced
Price$16.86
Change+$0.28 (+1.69%)
VolumeN/A
Net Assets668.25M
RLBGX vs SWOBX Comparison Chart
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RLBGX vs. SWOBX commentary
May 13, 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 RLBGX is a Buy and SWOBX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. SWOBX (668M). RLBGX (2.31) and SWOBX (2.30) have matching dividends . RLBGX was incepted earlier than SWOBX: RLBGX (16 years) vs SWOBX (29 years). SWOBX (0.53) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. SWOBX (8.00). SWOBX has a lower initial minimum investment than RLBGX: SWOBX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 4.56 vs. SWOBX (4.07). RLBGX return over 5 years is better than : 38.58 vs. SWOBX (20.53).
| RLBGX | SWOBX | RLBGX / SWOBX | |
| Total Expense Ratio | 0.25 | 0.51 | 49% |
| Annual Report Gross Expense Ratio | 0.25 | 0.53 | 47% |
| Fund Existence | 16 years | 29 years | - |
| Gain YTD | 0.454 | -0.837 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 668M | 35,030% |
| Annual Yield % from dividends | 2.31 | 2.30 | 100% |
| Returns for 1 year | 4.56 | 4.07 | 112% |
| Returns for 3 years | 22.52 | 10.38 | 217% |
| Returns for 5 years | 38.58 | 20.53 | 188% |
| Returns for 10 years | 53.83 | 28.26 | 190% |
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