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AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$36.13
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
AFMBX vs RLEFX Comparison Chart
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AFMBX vs. RLEFX commentary
Nov 17, 2024
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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AFMBX (236B) and RLEFX (236B) 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 (21.26) and RLEFX (21.09) have marching annual gain over last year. AFMBX (36.73) and RLEFX (35.95) 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 | 14.367 | 14.211 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 236B | 100% |
| Annual Yield % from dividends | 2.55 | 2.42 | 106% |
| Returns for 1 year | 21.26 | 21.09 | 101% |
| Returns for 3 years | 11.28 | 10.95 | 103% |
| Returns for 5 years | 36.73 | 35.95 | 102% |
| Returns for 10 years | N/A | N/A | - |
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