Interact to see
Advertisement
Advertisement
CTLFX vs RLEFX
CTLFX vs RLEFX Comparison
Open Charts CTLFX vs RLEFX
American Funds College 2033 529F1
Price$14.04
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets4.14B
American Funds American Balanced R5E
Price$38.93
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
CTLFX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CTLFX vs. RLEFX commentary
Oct 05, 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 CTLFX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. CTLFX (4.14B). CTLFX pays higher dividends than RLEFX: CTLFX (2.60) vs RLEFX (1.92). CTLFX was incepted earlier than RLEFX: CTLFX (11 years) vs RLEFX (10 years). CTLFX (0.76) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. CTLFX (6.00). CTLFX (250) and RLEFX (250) have matching initial minimum investment requirements. CTLFX (10.20) and RLEFX (10.06) have marching annual gain over last year. RLEFX return over 5 years is better than : 46.21 vs. CTLFX (22.95).
| CTLFX | RLEFX | CTLFX / RLEFX | |
| Total Expense Ratio | 0.76 | 0.39 | 195% |
| Annual Report Gross Expense Ratio | 0.76 | 0.39 | 195% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 12.500 | 14.672 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 266B | 2% |
| Annual Yield % from dividends | 2.60 | 1.92 | 135% |
| Returns for 1 year | 10.20 | 10.06 | 101% |
| Returns for 3 years | 41.20 | 48.00 | 86% |
| Returns for 5 years | 22.95 | 46.21 | 50% |
| Returns for 10 years | 75.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement