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AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$36.86
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
AFMBX vs RLEFX Comparison Chart in %
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AFMBX vs. RLEFX commentary
Jul 07, 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 (252B) and RLEFX (252B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLEFX: AFMBX (2.15) vs RLEFX (2.01). AFMBX was incepted earlier than RLEFX: AFMBX (8 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). AFMBX (8.22) and RLEFX (8.07) have marching annual gain over last year. AFMBX (43.45) and RLEFX (42.56) 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 | 10 years | - |
| Gain YTD | 8.237 | 8.164 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 252B | 100% |
| Annual Yield % from dividends | 2.15 | 2.01 | 107% |
| Returns for 1 year | 8.22 | 8.07 | 102% |
| Returns for 3 years | 36.31 | 35.76 | 102% |
| Returns for 5 years | 43.45 | 42.56 | 102% |
| Returns for 10 years | N/A | N/A | - |
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