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MDCPX vs RLEFX
MDCPX vs RLEFX Comparison
Open Charts MDCPX vs RLEFX
BlackRock Balanced Investor A
Price$25.38
Change-$0.58 (-2.23%)
VolumeN/A
Net Assets1.59B
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
MDCPX vs RLEFX Comparison Chart
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MDCPX vs. RLEFX commentary
Apr 04, 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 MDCPX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. MDCPX (1.59B). MDCPX pays higher dividends than RLEFX: MDCPX (3.81) vs RLEFX (2.16). MDCPX was incepted earlier than RLEFX: MDCPX (30 years) vs RLEFX (9 years). MDCPX (0.81) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. MDCPX (127.00). RLEFX has a lower initial minimum investment than MDCPX: RLEFX (250) vs MDCPX (1000). MDCPX annual gain was more profitable for investors over the last year : 4.15 vs. RLEFX (1.58). RLEFX return over 5 years is better than : 47.40 vs. MDCPX (41.90).
| MDCPX | RLEFX | MDCPX / RLEFX | |
| Total Expense Ratio | 0.79 | 0.40 | 198% |
| Annual Report Gross Expense Ratio | 0.81 | 0.40 | 203% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | 0.776 | -2.100 | -37% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 235B | 1% |
| Annual Yield % from dividends | 3.81 | 2.16 | 176% |
| Returns for 1 year | 4.15 | 1.58 | 263% |
| Returns for 3 years | 9.87 | 9.71 | 102% |
| Returns for 5 years | 41.90 | 47.40 | 88% |
| Returns for 10 years | 23.61 | N/A | - |
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