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MBLAX vs RLEFX
MBLAX vs RLEFX Comparison
Open Charts MBLAX vs RLEFX
Madison Diversified Income A
Price$12.38
Change+$0.37 (+3.08%)
VolumeN/A
Net Assets122.78M
American Funds American Balanced R5E
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets219.52B
MBLAX vs RLEFX Comparison Chart
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MBLAX vs. RLEFX commentary
Apr 11, 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 MBLAX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 220B vs. MBLAX (123M). MBLAX pays higher dividends than RLEFX: MBLAX (5.07) vs RLEFX (2.16). MBLAX was incepted earlier than RLEFX: MBLAX (27 years) vs RLEFX (9 years). MBLAX (1.16) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. MBLAX (8.00). RLEFX has a lower initial minimum investment than MBLAX: RLEFX (250) vs MBLAX (1000). MBLAX annual gain was more profitable for investors over the last year : -1.77 vs. RLEFX (-3.37). RLEFX return over 5 years is better than : 31.22 vs. MBLAX (-4.91).
| MBLAX | RLEFX | MBLAX / RLEFX | |
| Total Expense Ratio | 1.16 | 0.40 | 290% |
| Annual Report Gross Expense Ratio | 1.16 | 0.40 | 290% |
| Fund Existence | 27 years | 9 years | - |
| Gain YTD | -4.271 | -6.898 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 123M | 220B | 0% |
| Annual Yield % from dividends | 5.07 | 2.16 | 235% |
| Returns for 1 year | -1.77 | -3.37 | 52% |
| Returns for 3 years | -19.92 | 5.51 | -362% |
| Returns for 5 years | -4.91 | 31.22 | -16% |
| Returns for 10 years | 0.83 | N/A | - |
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