Interact to see
Advertisement
Advertisement
FMTIX vs RLEFX
FMTIX vs RLEFX Comparison
Open Charts FMTIX vs RLEFX
Franklin Moderate Allocation A
Price$16.07
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.67B
American Funds American Balanced R5E
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
FMTIX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMTIX vs. RLEFX commentary
Jul 18, 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 FMTIX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 251B vs. FMTIX (1.67B). FMTIX (2.10) and RLEFX (2.01) have matching dividends . FMTIX was incepted earlier than RLEFX: FMTIX (29 years) vs RLEFX (10 years). FMTIX (0.85) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FMTIX (37.85). RLEFX has a lower initial minimum investment than FMTIX: RLEFX (250) vs FMTIX (1000). RLEFX annual gain was more profitable for investors over the last year : 5.86 vs. FMTIX (3.64). RLEFX return over 5 years is better than : 39.78 vs. FMTIX (17.05).
| FMTIX | RLEFX | FMTIX / RLEFX | |
| Total Expense Ratio | 0.85 | 0.39 | 218% |
| Annual Report Gross Expense Ratio | 0.85 | 0.39 | 218% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 2.910 | 7.988 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 251B | 1% |
| Annual Yield % from dividends | 2.10 | 2.01 | 104% |
| Returns for 1 year | 3.64 | 5.86 | 62% |
| Returns for 3 years | 30.12 | 35.92 | 84% |
| Returns for 5 years | 17.05 | 39.78 | 43% |
| Returns for 10 years | 15.32 | N/A | - |