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AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$38.70
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
American Funds American Balanced R5E
Price$38.68
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
AFMBX vs RLEFX Comparison Chart in %
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AFMBX vs. RLEFX commentary
Nov 19, 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 AFMBX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
AFMBX (264B) and RLEFX (264B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLEFX: AFMBX (2.02) vs RLEFX (1.89). AFMBX was incepted earlier than RLEFX: AFMBX (9 years) vs RLEFX (10 years). RLEFX (0.39) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and RLEFX (44.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than AFMBX: RLEFX (250) vs AFMBX (1000000). AFMBX (9.18) and RLEFX (9.02) have marching annual gain over last year. AFMBX (40.02) and RLEFX (39.18) have equivalent 5 years return.
| AFMBX | RLEFX | AFMBX / RLEFX | |
| Total Expense Ratio | 0.25 | 0.39 | 64% |
| Annual Report Gross Expense Ratio | 0.25 | 0.39 | 64% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 14.051 | 13.936 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 264B | 100% |
| Annual Yield % from dividends | 2.02 | 1.89 | 107% |
| Returns for 1 year | 9.18 | 9.02 | 102% |
| Returns for 3 years | 41.99 | 41.38 | 101% |
| Returns for 5 years | 40.02 | 39.18 | 102% |
| Returns for 10 years | N/A | 72.67 | - |
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