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AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$34.99
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
AFMBX vs RLEFX Comparison Chart
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AFMBX vs. RLEFX commentary
Jan 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
AFMBX (240B) and RLEFX (240B) 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 (12.65) and RLEFX (12.49) have marching annual gain over last year. AFMBX (31.71) and RLEFX (30.88) 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 | 1.952 | 1.953 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 240B | 100% |
| Annual Yield % from dividends | 2.55 | 2.42 | 106% |
| Returns for 1 year | 12.65 | 12.49 | 101% |
| Returns for 3 years | 13.18 | 12.81 | 103% |
| Returns for 5 years | 31.71 | 30.88 | 103% |
| Returns for 10 years | N/A | N/A | - |