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RLBFX vs RLEFX
RLBFX vs RLEFX Comparison
Open Charts RLBFX vs RLEFX
American Funds American Balanced R5
Price$33.53
Change+$1.63 (+5.11%)
VolumeN/A
Net Assets217.49B
American Funds American Balanced R5E
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets219.52B
RLBFX vs RLEFX Comparison Chart
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RLBFX vs. RLEFX commentary
Apr 10, 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 RLBFX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX (220B) and RLBFX (217B) have equal amount of cash in the bank . RLBFX (2.26) and RLEFX (2.16) have matching dividends . RLBFX was incepted earlier than RLEFX: RLBFX (23 years) vs RLEFX (9 years). RLEFX (0.40) is less costly to investors than RLBFX (0.30). RLBFX (171.00) and RLEFX (171.00) have comparable annual turnover. RLBFX (250) and RLEFX (250) have matching initial minimum investment requirements. RLBFX (-3.29) and RLEFX (-3.37) have marching annual gain over last year. RLBFX (31.81) and RLEFX (31.22) have equivalent 5 years return.
| RLBFX | RLEFX | RLBFX / RLEFX | |
| Total Expense Ratio | 0.30 | 0.40 | 75% |
| Annual Report Gross Expense Ratio | 0.30 | 0.40 | 75% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -6.886 | -6.898 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 220B | 99% |
| Annual Yield % from dividends | 2.26 | 2.16 | 104% |
| Returns for 1 year | -3.29 | -3.37 | 98% |
| Returns for 3 years | 5.75 | 5.51 | 104% |
| Returns for 5 years | 31.81 | 31.22 | 102% |
| Returns for 10 years | 42.36 | N/A | - |
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