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ABWAX vs RLEFX
ABWAX vs RLEFX Comparison
Open Charts ABWAX vs RLEFX
AB All Market Total Return A
Price$14.54
Change+$0.61 (+4.38%)
VolumeN/A
Net Assets377.27M
American Funds American Balanced R5E
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets219.52B
ABWAX vs RLEFX Comparison Chart
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ABWAX vs. RLEFX commentary
Apr 11, 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 ABWAX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 220B vs. ABWAX (377M). ABWAX pays higher dividends than RLEFX: ABWAX (3.14) vs RLEFX (2.16). ABWAX was incepted earlier than RLEFX: ABWAX (22 years) vs RLEFX (9 years). ABWAX (1.10) is less costly to investors than RLEFX (0.40). ABWAX is a more actively managed with annual turnover of: 182.00 vs. RLEFX (171.00). RLEFX has a lower initial minimum investment than ABWAX: RLEFX (250) vs ABWAX (2500). ABWAX annual gain was more profitable for investors over the last year : -2.05 vs. RLEFX (-3.37). RLEFX return over 5 years is better than : 31.22 vs. ABWAX (14.76).
| ABWAX | RLEFX | ABWAX / RLEFX | |
| Total Expense Ratio | 1.09 | 0.40 | 273% |
| Annual Report Gross Expense Ratio | 1.10 | 0.40 | 275% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | -6.698 | -6.898 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 220B | 0% |
| Annual Yield % from dividends | 3.14 | 2.16 | 145% |
| Returns for 1 year | -2.05 | -3.37 | 61% |
| Returns for 3 years | -1.78 | 5.51 | -32% |
| Returns for 5 years | 14.76 | 31.22 | 47% |
| Returns for 10 years | 14.65 | N/A | - |
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