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RLBAX vs RLEFX
RLBAX vs RLEFX Comparison
Open Charts RLBAX vs RLEFX
American Funds American Balanced R1
Price$33.49
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
American Funds American Balanced R5E
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
RLBAX vs RLEFX Comparison Chart
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RLBAX vs. RLEFX commentary
Apr 28, 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 RLBAX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX (231B) and RLEFX (231B) have equal amount of cash in the bank . RLEFX pays higher dividends than RLBAX: RLEFX (2.16) vs RLBAX (1.27). RLBAX was incepted earlier than RLEFX: RLBAX (23 years) vs RLEFX (9 years). RLBAX (1.33) is less costly to investors than RLEFX (0.40). RLBAX (171.00) and RLEFX (171.00) have comparable annual turnover. RLBAX (250) and RLEFX (250) have matching initial minimum investment requirements. RLEFX annual gain was more profitable for investors over the last year : 5.08 vs. RLBAX (4.06). RLEFX return over 5 years is better than : 37.39 vs. RLBAX (32.01).
| RLBAX | RLEFX | RLBAX / RLEFX | |
| Total Expense Ratio | 1.33 | 0.40 | 333% |
| Annual Report Gross Expense Ratio | 1.33 | 0.40 | 333% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -1.406 | -1.105 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 231B | 100% |
| Annual Yield % from dividends | 1.27 | 2.16 | 59% |
| Returns for 1 year | 4.06 | 5.08 | 80% |
| Returns for 3 years | 14.36 | 17.00 | 84% |
| Returns for 5 years | 32.01 | 37.39 | 86% |
| Returns for 10 years | 41.43 | N/A | - |