RLBAX
Price
$38.14
Change
+$0.10 (+0.26%)
Updated
Sep 26 closing price
Net Assets
262.04B
SIBAX
Price
$38.90
Change
+$0.12 (+0.31%)
Updated
Sep 26 closing price
Net Assets
72.6M
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RLBAX vs SIBAX

Header iconRLBAX vs SIBAX Comparison
Open Charts RLBAX vs SIBAXBanner chart's image
American Funds American Balanced R1
Price$38.14
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Sit Balanced
Price$38.90
Change+$0.12 (+0.31%)
VolumeN/A
Net Assets72.6M
RLBAX vs SIBAX Comparison Chart in %
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RLBAX vs. SIBAX 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 RLBAX is a Hold and SIBAX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 262B vs. SIBAX (72.6M). SIBAX pays higher dividends than RLBAX: SIBAX (1.43) vs RLBAX (1.15). RLBAX was incepted earlier than SIBAX: RLBAX (23 years) vs SIBAX (32 years). RLBAX (1.31) is less costly to investors than SIBAX (1.11). RLBAX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (33.30). RLBAX has a lower initial minimum investment than SIBAX: RLBAX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 11.65 vs. RLBAX (7.27). SIBAX return over 5 years is better than : 49.32 vs. RLBAX (40.00).
RLBAXSIBAXRLBAX / SIBAX
Total Expense Ratio1.310.91144%
Annual Report Gross Expense Ratio1.311.11118%
Fund Existence23 years32 years-
Gain YTD12.53110.442120%
Front LoadN/AN/A-
Min. Initial Investment25050005%
Min. Initial Investment IRAN/AN/A-
Net Assets262B72.6M360,882%
Annual Yield % from dividends1.151.4380%
Returns for 1 year7.2711.6562%
Returns for 3 years48.1957.8083%
Returns for 5 years40.0049.3281%
Returns for 10 years74.51115.0265%
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