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RLEFX vs SBBAX
RLEFX vs SBBAX Comparison
Open Charts RLEFX vs SBBAX
American Funds American Balanced R5E
Price$36.48
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.05B
Franklin Multi-Asset Conservative Gr A
Price$15.39
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets293.63M
RLEFX vs SBBAX Comparison Chart in %
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RLEFX vs. SBBAX commentary
Jun 29, 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 SBBAX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 250B vs. SBBAX (294M). SBBAX pays higher dividends than RLEFX: SBBAX (2.46) vs RLEFX (2.09). RLEFX was incepted earlier than SBBAX: RLEFX (10 years) vs SBBAX (29 years). SBBAX (1.06) is less costly to investors than RLEFX (0.39). SBBAX is a more actively managed with annual turnover of: 82.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than SBBAX: RLEFX (250) vs SBBAX (1000). SBBAX annual gain was more profitable for investors over the last year : 8.99 vs. RLEFX (7.82). RLEFX return over 5 years is better than : 44.26 vs. SBBAX (26.58).
| RLEFX | SBBAX | RLEFX / SBBAX | |
| Total Expense Ratio | 0.39 | 1.06 | 37% |
| Annual Report Gross Expense Ratio | 0.39 | 1.06 | 37% |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | 7.107 | 5.481 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | 250 | - |
| Net Assets | 250B | 294M | 85,034% |
| Annual Yield % from dividends | 2.09 | 2.46 | 85% |
| Returns for 1 year | 7.82 | 8.99 | 87% |
| Returns for 3 years | 34.76 | 23.61 | 147% |
| Returns for 5 years | 44.26 | 26.58 | 167% |
| Returns for 10 years | N/A | 25.42 | - |
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