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CBPRX vs RLEFX
CBPRX vs RLEFX Comparison
Open Charts CBPRX vs RLEFX
Pioneer Balanced ESG R
Price$11.22
Change-$0.11 (-0.97%)
VolumeN/A
Net Assets410.97M
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
CBPRX vs RLEFX Comparison Chart
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CBPRX vs. RLEFX commentary
Feb 23, 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 StrongBuy and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. CBPRX (411M). RLEFX pays higher dividends than CBPRX: RLEFX (2.42) vs CBPRX (1.54). CBPRX was incepted earlier than RLEFX: CBPRX (10 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. CBPRX (44.00). 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 : 9.42 vs. CBPRX (7.59). RLEFX return over 5 years is better than : 31.16 vs. CBPRX (22.17).
| CBPRX | RLEFX | CBPRX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 9 years | - |
| Gain YTD | 1.907 | 2.915 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 411M | 242B | 0% |
| Annual Yield % from dividends | 1.54 | 2.42 | 64% |
| Returns for 1 year | 7.59 | 9.42 | 81% |
| Returns for 3 years | 13.46 | 18.08 | 74% |
| Returns for 5 years | 22.17 | 31.16 | 71% |
| Returns for 10 years | N/A | N/A | - |
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