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FIEWX vs RLBCX
FIEWX vs RLBCX Comparison
Open Charts FIEWX vs RLBCX
American Funds Retire Inc Port-Enh F3
Price$15.45
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.07B
American Funds American Balanced R3
Price$38.71
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.73B
FIEWX vs RLBCX Comparison Chart in %
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FIEWX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 266B vs. FIEWX (2.07B). FIEWX pays higher dividends than RLBCX: FIEWX (3.12) vs RLBCX (1.49). FIEWX was incepted earlier than RLBCX: FIEWX (9 years) vs RLBCX (23 years). RLBCX (0.89) is less costly to investors than FIEWX (0.32). RLBCX is a more actively managed with annual turnover of: 44.00 vs. FIEWX (16.00). RLBCX has a lower initial minimum investment than FIEWX: RLBCX (250) vs FIEWX (1000000). FIEWX annual gain was more profitable for investors over the last year : 14.09 vs. RLBCX (9.49). FIEWX return over 5 years is better than : 49.34 vs. RLBCX (43.12).
| FIEWX | RLBCX | FIEWX / RLBCX | |
| Total Expense Ratio | 0.32 | 0.89 | 36% |
| Annual Report Gross Expense Ratio | 0.32 | 0.89 | 36% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | 15.151 | 14.246 | 106% |
| 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 | 1.49 | 210% |
| Returns for 1 year | 14.09 | 9.49 | 148% |
| Returns for 3 years | 45.85 | 45.94 | 100% |
| Returns for 5 years | 49.34 | 43.12 | 114% |
| Returns for 10 years | N/A | 75.22 | - |
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