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AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$34.37
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
AFMBX vs RLEFX Comparison Chart
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AFMBX vs. RLEFX commentary
May 09, 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 (234B) and RLEFX (234B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLEFX: AFMBX (2.32) vs RLEFX (2.17). AFMBX was incepted earlier than RLEFX: AFMBX (8 years) vs RLEFX (9 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 (5.09) and RLEFX (4.93) have marching annual gain over last year. AFMBX (38.69) and RLEFX (37.87) 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 | 8 years | 9 years | - |
| Gain YTD | 0.542 | 0.504 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 234B | 100% |
| Annual Yield % from dividends | 2.32 | 2.17 | 107% |
| Returns for 1 year | 5.09 | 4.93 | 103% |
| Returns for 3 years | 22.86 | 22.44 | 102% |
| Returns for 5 years | 38.69 | 37.87 | 102% |
| Returns for 10 years | N/A | N/A | - |
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