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POCAX vs RLEFX
POCAX vs RLEFX Comparison
Open Charts POCAX vs RLEFX
Aristotle Portfolio Optimization Mod A
Price$12.31
Change-$0.05 (-0.40%)
VolumeN/A
Net Assets682.81M
American Funds American Balanced R5E
Price$36.80
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets252.9B
POCAX vs RLEFX Comparison Chart in %
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POCAX vs. RLEFX commentary
Jul 12, 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 POCAX is a Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 253B vs. POCAX (683M). POCAX pays higher dividends than RLEFX: POCAX (2.80) vs RLEFX (2.01). POCAX was incepted earlier than RLEFX: POCAX (22 years) vs RLEFX (10 years). POCAX (1.12) is less costly to investors than RLEFX (0.39). POCAX is a more actively managed with annual turnover of: 62.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than POCAX: RLEFX (250) vs POCAX (1000). POCAX annual gain was more profitable for investors over the last year : 9.79 vs. RLEFX (7.00). RLEFX return over 5 years is better than : 41.24 vs. POCAX (8.14).
| POCAX | RLEFX | POCAX / RLEFX | |
| Total Expense Ratio | 1.12 | 0.39 | 287% |
| Annual Report Gross Expense Ratio | 1.12 | 0.39 | 287% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 6.736 | 8.047 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 683M | 253B | 0% |
| Annual Yield % from dividends | 2.80 | 2.01 | 139% |
| Returns for 1 year | 9.79 | 7.00 | 140% |
| Returns for 3 years | 11.53 | 36.71 | 31% |
| Returns for 5 years | 8.14 | 41.24 | 20% |
| Returns for 10 years | 3.63 | N/A | - |
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