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FIEWX vs RLBAX
FIEWX vs RLBAX Comparison
Open Charts FIEWX vs RLBAX
American Funds Retire Inc Port-Enh F3
Price$15.44
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.04B
American Funds American Balanced R1
Price$38.28
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.06B
FIEWX vs RLBAX Comparison Chart in %
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FIEWX vs. RLBAX commentary
Sep 16, 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 FIEWX is a Hold and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 263B vs. FIEWX (2.04B). FIEWX pays higher dividends than RLBAX: FIEWX (3.13) vs RLBAX (1.15). FIEWX was incepted earlier than RLBAX: FIEWX (9 years) vs RLBAX (23 years). RLBAX (1.31) is less costly to investors than FIEWX (0.32). RLBAX is a more actively managed with annual turnover of: 44.00 vs. FIEWX (16.00). RLBAX has a lower initial minimum investment than FIEWX: RLBAX (250) vs FIEWX (1000000). FIEWX annual gain was more profitable for investors over the last year : 14.07 vs. RLBAX (9.12). FIEWX return over 5 years is better than : 45.11 vs. RLBAX (37.86).
| FIEWX | RLBAX | FIEWX / RLBAX | |
| Total Expense Ratio | 0.32 | 1.31 | 24% |
| Annual Report Gross Expense Ratio | 0.32 | 1.31 | 24% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 14.017 | 12.839 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 263B | 1% |
| Annual Yield % from dividends | 3.13 | 1.15 | 271% |
| Returns for 1 year | 14.07 | 9.12 | 154% |
| Returns for 3 years | 41.09 | 40.57 | 101% |
| Returns for 5 years | 45.11 | 37.86 | 119% |
| Returns for 10 years | N/A | 71.58 | - |
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