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ABWAX vs RLEFX
ABWAX vs RLEFX Comparison
Open Charts ABWAX vs RLEFX
AB All Market Total Return A
Price$15.17
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets408.02M
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
ABWAX vs RLEFX Comparison Chart
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ABWAX vs. RLEFX commentary
May 10, 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: 234B vs. ABWAX (408M). ABWAX pays higher dividends than RLEFX: ABWAX (3.11) vs RLEFX (2.17). ABWAX was incepted earlier than RLEFX: ABWAX (22 years) vs RLEFX (9 years). ABWAX (1.10) is less costly to investors than RLEFX (0.39). ABWAX is a more actively managed with annual turnover of: 182.00 vs. RLEFX (44.00). 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 : 7.62 vs. RLEFX (4.93). RLEFX return over 5 years is better than : 37.87 vs. ABWAX (21.95).
| ABWAX | RLEFX | ABWAX / RLEFX | |
| Total Expense Ratio | 1.09 | 0.39 | 279% |
| Annual Report Gross Expense Ratio | 1.10 | 0.39 | 282% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 1.808 | 0.504 | 359% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 408M | 234B | 0% |
| Annual Yield % from dividends | 3.11 | 2.17 | 144% |
| Returns for 1 year | 7.62 | 4.93 | 154% |
| Returns for 3 years | 17.35 | 22.44 | 77% |
| Returns for 5 years | 21.95 | 37.87 | 58% |
| Returns for 10 years | 25.63 | N/A | - |
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