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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$38.49
Change-$0.54 (-1.38%)
VolumeN/A
Net Assets269.72B
Allspring Index Asset Allocation A
Price$38.35
Change-$3.74 (-8.89%)
VolumeN/A
Net Assets1.23B
RLBFX vs SFAAX Comparison Chart in %
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RLBFX vs. SFAAX commentary
Feb 05, 2026
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 SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 270B vs. SFAAX (1.24B). RLBFX pays higher dividends than SFAAX: RLBFX (2.13) vs SFAAX (0.97). RLBFX was incepted earlier than SFAAX: RLBFX (24 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (19.00). RLBFX has a lower initial minimum investment than SFAAX: RLBFX (250) vs SFAAX (1000). RLBFX annual gain was more profitable for investors over the last year : 11.69 vs. SFAAX (-0.44). RLBFX return over 5 years is better than : 37.38 vs. SFAAX (-3.08).
| RLBFX | SFAAX | RLBFX / SFAAX | |
| Total Expense Ratio | 0.29 | 1.07 | 27% |
| Annual Report Gross Expense Ratio | 0.29 | 1.11 | 26% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 2.503 | 0.709 | 353% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.24B | 21,862% |
| Annual Yield % from dividends | 2.13 | 0.97 | 221% |
| Returns for 1 year | 11.69 | -0.44 | -2,638% |
| Returns for 3 years | 38.02 | 7.28 | 523% |
| Returns for 5 years | 37.38 | -3.08 | -1,213% |
| Returns for 10 years | 91.94 | 50.99 | 180% |
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