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FIEWX vs RLBAX
FIEWX vs RLBAX Comparison
Open Charts FIEWX vs RLBAX
American Funds Retire Inc Port-Enh F3
Price$15.45
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.07B
American Funds American Balanced R1
Price$38.59
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
FIEWX vs RLBAX Comparison Chart in %
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FIEWX vs. RLBAX commentary
Oct 07, 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: 266B vs. FIEWX (2.07B). FIEWX pays higher dividends than RLBAX: FIEWX (3.12) vs RLBAX (1.10). 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 : 14.09 vs. RLBAX (8.99). FIEWX return over 5 years is better than : 49.34 vs. RLBAX (40.51).
| 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 | 15.151 | 13.858 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 266B | 1% |
| Annual Yield % from dividends | 3.12 | 1.10 | 283% |
| Returns for 1 year | 14.09 | 8.99 | 157% |
| Returns for 3 years | 45.85 | 44.14 | 104% |
| Returns for 5 years | 49.34 | 40.51 | 122% |
| Returns for 10 years | N/A | 70.61 | - |
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