Ad is loading...
CBPRX vs RLEFX
CBPRX vs RLEFX Comparison
Open Charts CBPRX vs RLEFX
Pioneer Balanced ESG R
Price$10.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets386.8M
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
CBPRX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CBPRX vs. RLEFX commentary
Apr 04, 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 CBPRX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. CBPRX (387M). RLEFX pays higher dividends than CBPRX: RLEFX (2.16) vs CBPRX (1.68). CBPRX was incepted earlier than RLEFX: CBPRX (10 years) vs RLEFX (9 years). CBPRX (1.30) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. CBPRX (33.00). CBPRX has a lower initial minimum investment than RLEFX: CBPRX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 1.58 vs. CBPRX (0.24). RLEFX return over 5 years is better than : 47.40 vs. CBPRX (42.51).
| CBPRX | RLEFX | CBPRX / RLEFX | |
| Total Expense Ratio | 1.30 | 0.40 | 325% |
| Annual Report Gross Expense Ratio | 1.30 | 0.40 | 325% |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | -2.275 | -2.100 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 387M | 235B | 0% |
| Annual Yield % from dividends | 1.68 | 2.16 | 78% |
| Returns for 1 year | 0.24 | 1.58 | 15% |
| Returns for 3 years | 7.66 | 9.71 | 79% |
| Returns for 5 years | 42.51 | 47.40 | 90% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...