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ABWCX vs RLEFX
ABWCX vs RLEFX Comparison
Open Charts ABWCX vs RLEFX
AB All Market Total Return C
Price$14.58
Change-$0.27 (-1.82%)
VolumeN/A
Net Assets408.67M
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
ABWCX vs RLEFX Comparison Chart
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ABWCX vs. RLEFX commentary
Apr 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 ABWCX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. ABWCX (409M). ABWCX pays higher dividends than RLEFX: ABWCX (2.32) vs RLEFX (2.16). ABWCX was incepted earlier than RLEFX: ABWCX (22 years) vs RLEFX (9 years). ABWCX (1.87) is less costly to investors than RLEFX (0.40). ABWCX is a more actively managed with annual turnover of: 182.00 vs. RLEFX (171.00). RLEFX has a lower initial minimum investment than ABWCX: RLEFX (250) vs ABWCX (2500). ABWCX annual gain was more profitable for investors over the last year : 5.18 vs. RLEFX (1.58). RLEFX return over 5 years is better than : 47.40 vs. ABWCX (25.01).
| ABWCX | RLEFX | ABWCX / RLEFX | |
| Total Expense Ratio | 1.86 | 0.40 | 465% |
| Annual Report Gross Expense Ratio | 1.87 | 0.40 | 468% |
| Fund Existence | 22 years | 9 years | - |
| Gain YTD | 0.678 | -2.100 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 235B | 0% |
| Annual Yield % from dividends | 2.32 | 2.16 | 107% |
| Returns for 1 year | 5.18 | 1.58 | 328% |
| Returns for 3 years | 1.84 | 9.71 | 19% |
| Returns for 5 years | 25.01 | 47.40 | 53% |
| Returns for 10 years | 16.36 | N/A | - |
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