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RLBGX vs SWOBX
RLBGX vs SWOBX Comparison
Open Charts RLBGX vs SWOBX
American Funds American Balanced R6
Price$37.84
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets256.16B
Schwab Balanced
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets705.98M
RLBGX vs SWOBX Comparison Chart in %
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RLBGX vs. SWOBX commentary
Sep 05, 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: 256B vs. SWOBX (706M). SWOBX (2.10) and RLBGX (2.09) 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 : 9.46 vs. SWOBX (7.86). RLBGX return over 5 years is better than : 41.01 vs. SWOBX (18.21).
| 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 | 11.017 | 7.955 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 706M | 36,261% |
| Annual Yield % from dividends | 2.09 | 2.10 | 100% |
| Returns for 1 year | 9.46 | 7.86 | 120% |
| Returns for 3 years | 39.44 | 21.70 | 182% |
| Returns for 5 years | 41.01 | 18.21 | 225% |
| Returns for 10 years | 80.52 | 45.56 | 177% |
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