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RLEFX vs SBACX
RLEFX vs SBACX Comparison
Open Charts RLEFX vs SBACX
American Funds American Balanced R5E
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets224.9B
Touchstone Balanced C
Price$26.17
Change-$0.12 (-0.46%)
VolumeN/A
Net Assets863.89M
RLEFX vs SBACX Comparison Chart
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RLEFX vs. SBACX commentary
Apr 19, 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 RLEFX is a Buy and SBACX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. SBACX (864M). RLEFX pays higher dividends than SBACX: RLEFX (2.16) vs SBACX (0.64). RLEFX was incepted earlier than SBACX: RLEFX (9 years) vs SBACX (27 years). SBACX (1.78) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SBACX (70.00). RLEFX has a lower initial minimum investment than SBACX: RLEFX (250) vs SBACX (2500). SBACX annual gain was more profitable for investors over the last year : 2.92 vs. RLEFX (2.75). RLEFX return over 5 years is better than : 32.76 vs. SBACX (30.40).
| RLEFX | SBACX | RLEFX / SBACX | |
| Total Expense Ratio | 0.40 | 1.78 | 22% |
| Annual Report Gross Expense Ratio | 0.40 | 1.78 | 22% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -3.650 | -6.280 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 864M | 26,042% |
| Annual Yield % from dividends | 2.16 | 0.64 | 337% |
| Returns for 1 year | 2.75 | 2.92 | 94% |
| Returns for 3 years | 10.47 | 10.49 | 100% |
| Returns for 5 years | 32.76 | 30.40 | 108% |
| Returns for 10 years | N/A | 36.44 | - |