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BALFX vs RLBFX
BALFX vs RLBFX Comparison
Open Charts BALFX vs RLBFX
American Funds American Balanced F1
Price$38.37
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
American Funds American Balanced R5
Price$38.46
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
BALFX vs RLBFX Comparison Chart in %
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BALFX vs. RLBFX commentary
Sep 27, 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 BALFX is a Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX (263B) and RLBFX (263B) have equal amount of cash in the bank . RLBFX pays higher dividends than BALFX: RLBFX (2.05) vs BALFX (1.77). BALFX was incepted earlier than RLBFX: BALFX (25 years) vs RLBFX (23 years). BALFX (0.61) is less costly to investors than RLBFX (0.29). BALFX (44.00) and RLBFX (44.00) have comparable annual turnover. BALFX (250) and RLBFX (250) have matching initial minimum investment requirements. BALFX (8.13) and RLBFX (8.11) have marching annual gain over last year. RLBFX (45.92) and BALFX (43.94) have equivalent 5 years return.
| BALFX | RLBFX | BALFX / RLBFX | |
| Total Expense Ratio | 0.61 | 0.29 | 210% |
| Annual Report Gross Expense Ratio | 0.61 | 0.29 | 210% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 12.839 | 13.067 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 263B | 100% |
| Annual Yield % from dividends | 1.77 | 2.05 | 86% |
| Returns for 1 year | 8.13 | 8.11 | 100% |
| Returns for 3 years | 50.38 | 52.22 | 96% |
| Returns for 5 years | 43.94 | 45.92 | 96% |
| Returns for 10 years | 82.51 | 85.61 | 96% |