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FORKX vs RLEFX
FORKX vs RLEFX Comparison
Open Charts FORKX vs RLEFX
Abraham Fortress K
Price$9.85
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets76.04M
American Funds American Balanced R5E
Price$34.32
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
FORKX vs RLEFX Comparison Chart
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FORKX vs. RLEFX commentary
May 10, 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 FORKX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. FORKX (76M). FORKX pays higher dividends than RLEFX: FORKX (3.36) vs RLEFX (2.17). FORKX was incepted earlier than RLEFX: FORKX (7 years) vs RLEFX (9 years). FORKX (1.12) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. FORKX (20.00). RLEFX has a lower initial minimum investment than FORKX: RLEFX (250) vs FORKX (25000). RLEFX annual gain was more profitable for investors over the last year : 4.41 vs. FORKX (-1.89). RLEFX return over 5 years is better than : 37.75 vs. FORKX (29.29).
| FORKX | RLEFX | FORKX / RLEFX | |
| Total Expense Ratio | 0.65 | 0.39 | 167% |
| Annual Report Gross Expense Ratio | 1.12 | 0.39 | 287% |
| Fund Existence | 7 years | 9 years | - |
| Gain YTD | -4.098 | 0.416 | -984% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 250 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76M | 234B | 0% |
| Annual Yield % from dividends | 3.36 | 2.17 | 155% |
| Returns for 1 year | -1.89 | 4.41 | -43% |
| Returns for 3 years | 11.58 | 22.12 | 52% |
| Returns for 5 years | 29.29 | 37.75 | 78% |
| Returns for 10 years | N/A | N/A | - |
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