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AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$35.84
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
AFMBX vs RLEFX Comparison Chart
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AFMBX vs. RLEFX commentary
Jun 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 (243B) and RLEFX (243B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLEFX: AFMBX (2.23) vs RLEFX (2.09). 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 (7.50) and RLEFX (7.31) have marching annual gain over last year. AFMBX (36.68) and RLEFX (35.83) 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 | 4.842 | 4.776 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 243B | 100% |
| Annual Yield % from dividends | 2.23 | 2.09 | 107% |
| Returns for 1 year | 7.50 | 7.31 | 103% |
| Returns for 3 years | 23.21 | 22.75 | 102% |
| Returns for 5 years | 36.68 | 35.83 | 102% |
| Returns for 10 years | N/A | N/A | - |