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BALFX vs RLEFX
BALFX vs RLEFX Comparison
Open Charts BALFX vs RLEFX
American Funds American Balanced F1
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
American Funds American Balanced R5E
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
BALFX vs RLEFX Comparison Chart
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BALFX vs. RLEFX commentary
Apr 24, 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 BALFX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX (225B) and RLEFX (225B) have equal amount of cash in the bank . RLEFX pays higher dividends than BALFX: RLEFX (2.16) vs BALFX (1.95). BALFX was incepted earlier than RLEFX: BALFX (24 years) vs RLEFX (9 years). BALFX (0.62) is less costly to investors than RLEFX (0.40). BALFX (171.00) and RLEFX (171.00) have comparable annual turnover. BALFX (250) and RLEFX (250) have matching initial minimum investment requirements. RLEFX annual gain was more profitable for investors over the last year : 1.84 vs. BALFX (1.62). RLEFX (33.74) and BALFX (32.51) have equivalent 5 years return.
| BALFX | RLEFX | BALFX / RLEFX | |
| Total Expense Ratio | 0.62 | 0.40 | 155% |
| Annual Report Gross Expense Ratio | 0.62 | 0.40 | 155% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | -3.792 | -3.738 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 225B | 100% |
| Annual Yield % from dividends | 1.95 | 2.16 | 90% |
| Returns for 1 year | 1.62 | 1.84 | 88% |
| Returns for 3 years | 11.97 | 12.56 | 95% |
| Returns for 5 years | 32.51 | 33.74 | 96% |
| Returns for 10 years | 43.23 | N/A | - |
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