Interact to see
Advertisement
Advertisement
RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$39.15
Change-$0.48 (-1.21%)
VolumeN/A
Net Assets268.67B
Allspring Index Asset Allocation A
Price$42.15
Change-$0.54 (-1.26%)
VolumeN/A
Net Assets1.27B
RLBFX vs SFAAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBFX vs. SFAAX commentary
Nov 14, 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 RLBFX is a Buy and SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SFAAX (1.27B). RLBFX pays higher dividends than SFAAX: RLBFX (1.97) vs SFAAX (0.90). 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 (12.00). 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 : 9.09 vs. SFAAX (-2.50). RLBFX return over 5 years is better than : 41.33 vs. SFAAX (7.67).
| 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 | 15.095 | 10.178 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.27B | 21,164% |
| Annual Yield % from dividends | 1.97 | 0.90 | 218% |
| Returns for 1 year | 9.09 | -2.50 | -364% |
| Returns for 3 years | 43.82 | 16.90 | 259% |
| Returns for 5 years | 41.33 | 7.67 | 539% |
| Returns for 10 years | 77.46 | 49.43 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement