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PVFIX vs RLEFX
PVFIX vs RLEFX Comparison
Open Charts PVFIX vs RLEFX
American Funds American Balanced R5E
Price$39.77
Change+$0.25 (+0.63%)
VolumeN/A
Net Assets268.13B
PVFIX vs RLEFX Comparison Chart in %
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PVFIX vs. RLEFX commentary
Nov 27, 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 PVFIX is a Hold and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 268B vs. PVFIX (35.6M). PVFIX (1.96) and RLEFX (1.89) have matching dividends . PVFIX was incepted earlier than RLEFX: PVFIX (23 years) vs RLEFX (10 years). PVFIX (1.62) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. PVFIX (21.72). RLEFX has a lower initial minimum investment than PVFIX: RLEFX (250) vs PVFIX (2500). RLEFX annual gain was more profitable for investors over the last year : 10.39 vs. PVFIX (-9.64). RLEFX return over 5 years is better than : 41.46 vs. PVFIX (30.91).
| PVFIX | RLEFX | PVFIX / RLEFX | |
| Total Expense Ratio | 1.32 | 0.39 | 338% |
| Annual Report Gross Expense Ratio | 1.62 | 0.39 | 415% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 3.710 | 17.147 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.6M | 268B | 0% |
| Annual Yield % from dividends | 1.96 | 1.89 | 104% |
| Returns for 1 year | -9.64 | 10.39 | -93% |
| Returns for 3 years | 11.79 | 43.34 | 27% |
| Returns for 5 years | 30.91 | 41.46 | 75% |
| Returns for 10 years | 9.59 | 77.32 | 12% |
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