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FBAFX vs RLEFX
FBAFX vs RLEFX Comparison
Open Charts FBAFX vs RLEFX
American Funds American Balanced 529-F-2
Price$33.47
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
American Funds American Balanced R5E
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets219.52B
FBAFX vs RLEFX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX (220B) and FBAFX (217B) have equal amount of cash in the bank . FBAFX (2.22) and RLEFX (2.16) have matching dividends . FBAFX was incepted earlier than RLEFX: FBAFX (4 years) vs RLEFX (9 years). RLEFX (0.40) is less costly to investors than FBAFX (0.33). FBAFX (171.00) and RLEFX (171.00) have comparable annual turnover. FBAFX (250) and RLEFX (250) have matching initial minimum investment requirements. FBAFX (-3.34) and RLEFX (-3.37) have marching annual gain over last year.
| FBAFX | RLEFX | FBAFX / RLEFX | |
| Total Expense Ratio | 0.33 | 0.40 | 83% |
| Annual Report Gross Expense Ratio | 0.33 | 0.40 | 83% |
| Fund Existence | 4 years | 9 years | - |
| Gain YTD | -6.878 | -6.898 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 220B | 99% |
| Annual Yield % from dividends | 2.22 | 2.16 | 103% |
| Returns for 1 year | -3.34 | -3.37 | 99% |
| Returns for 3 years | 6.95 | 5.51 | 126% |
| Returns for 5 years | N/A | 31.22 | - |
| Returns for 10 years | N/A | N/A | - |
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