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MBAIX vs RLEFX
MBAIX vs RLEFX Comparison
Open Charts MBAIX vs RLEFX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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MBAIX vs RLEFX Comparison Chart
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MBAIX vs. RLEFX commentary
Sep 21, 2024
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 MBAIX is a StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. MBAIX (465M). RLEFX pays higher dividends than MBAIX: RLEFX (2.42) vs MBAIX (2.28). MBAIX was incepted earlier than RLEFX: MBAIX (35 years) vs RLEFX (9 years). MBAIX is a more actively managed with annual turnover of: 313.00 vs. RLEFX (171.00). RLEFX has a lower initial minimum investment than MBAIX: RLEFX (250) vs MBAIX (1000000). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. MBAIX (14.42). RLEFX return over 5 years is better than : 40.23 vs. MBAIX (11.60).
| MBAIX | RLEFX | MBAIX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 9 years | - |
| Gain YTD | 9.056 | 14.180 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 236B | 0% |
| Annual Yield % from dividends | 2.28 | 2.42 | 94% |
| Returns for 1 year | 14.42 | 24.64 | 59% |
| Returns for 3 years | -6.48 | 15.33 | -42% |
| Returns for 5 years | 11.60 | 40.23 | 29% |
| Returns for 10 years | 3.17 | N/A | - |
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