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AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$37.16
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets253.63B
American Funds American Balanced R5E
Price$37.55
Change+$0.41 (+1.10%)
VolumeN/A
Net Assets253.63B
AFMBX vs RLEFX Comparison Chart in %
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AFMBX vs. RLEFX commentary
Aug 23, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (254B) and RLEFX (254B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLEFX: AFMBX (2.13) vs RLEFX (2.00). 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). RLEFX annual gain was more profitable for investors over the last year : 8.22 vs. AFMBX (6.76). RLEFX (39.71) and AFMBX (39.35) 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 | 9.382 | 10.249 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 2.13 | 2.00 | 107% |
| Returns for 1 year | 6.76 | 8.22 | 82% |
| Returns for 3 years | 33.30 | 34.08 | 98% |
| Returns for 5 years | 39.35 | 39.71 | 99% |
| Returns for 10 years | N/A | N/A | - |
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