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RLBFX vs SFAAX
RLBFX vs SFAAX Comparison
Open Charts RLBFX vs SFAAX
American Funds American Balanced R5
Price$39.94
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation A
Price$42.72
Change+$0.12 (+0.28%)
VolumeN/A
Net Assets1.26B
RLBFX vs SFAAX Comparison Chart in %
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RLBFX vs. SFAAX commentary
Dec 04, 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 StrongBuy and SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 269B vs. SFAAX (1.26B). RLBFX pays higher dividends than SFAAX: RLBFX (1.93) 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 : 10.09 vs. SFAAX (-2.45). RLBFX return over 5 years is better than : 40.63 vs. SFAAX (7.01).
| 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 | 17.418 | 11.668 | 149% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.26B | 21,282% |
| Annual Yield % from dividends | 1.93 | 0.90 | 215% |
| Returns for 1 year | 10.09 | -2.45 | -412% |
| Returns for 3 years | 42.02 | 15.34 | 274% |
| Returns for 5 years | 40.63 | 7.01 | 580% |
| Returns for 10 years | 78.60 | 49.79 | 158% |
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