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AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$35.32
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
AFMBX vs RLEFX Comparison Chart
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AFMBX vs. RLEFX commentary
Feb 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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
AFMBX (242B) and RLEFX (242B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLEFX: AFMBX (2.55) vs RLEFX (2.42). AFMBX was incepted earlier than RLEFX: AFMBX (8 years) vs RLEFX (9 years). AFMBX (171.00) and RLEFX (171.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than AFMBX: RLEFX (250) vs AFMBX (1000000). AFMBX (9.58) and RLEFX (9.42) have marching annual gain over last year. AFMBX (31.95) and RLEFX (31.16) have equivalent 5 years return.
| AFMBX | RLEFX | AFMBX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 2.914 | 2.915 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 242B | 100% |
| Annual Yield % from dividends | 2.55 | 2.42 | 106% |
| Returns for 1 year | 9.58 | 9.42 | 102% |
| Returns for 3 years | 18.45 | 18.08 | 102% |
| Returns for 5 years | 31.95 | 31.16 | 103% |
| Returns for 10 years | N/A | N/A | - |
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