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RLEFX vs SBACX
RLEFX vs SBACX Comparison
Open Charts RLEFX vs SBACX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Touchstone Balanced C
Price$28.11
Change-$0.06 (-0.21%)
VolumeN/A
CapitalizationN/A
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RLEFX vs SBACX Comparison Chart
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RLEFX vs. SBACX commentary
Sep 21, 2024
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 StrongBuy and SBACX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. SBACX (956M). RLEFX pays higher dividends than SBACX: RLEFX (2.42) vs SBACX (0.56). RLEFX was incepted earlier than SBACX: RLEFX (9 years) vs SBACX (26 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SBACX (57.00). RLEFX has a lower initial minimum investment than SBACX: RLEFX (250) vs SBACX (2500). RLEFX annual gain was more profitable for investors over the last year : 24.64 vs. SBACX (20.24). RLEFX return over 5 years is better than : 40.23 vs. SBACX (25.71).
| RLEFX | SBACX | RLEFX / SBACX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 14.180 | 11.875 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 956M | 24,686% |
| Annual Yield % from dividends | 2.42 | 0.56 | 432% |
| Returns for 1 year | 24.64 | 20.24 | 122% |
| Returns for 3 years | 15.33 | 10.21 | 150% |
| Returns for 5 years | 40.23 | 25.71 | 156% |
| Returns for 10 years | N/A | 44.17 | - |
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