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RLEFX vs SCORX
RLEFX vs SCORX Comparison
Open Charts RLEFX vs SCORX
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
RLEFX vs SCORX Comparison Chart
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RLEFX vs. SCORX commentary
Apr 25, 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 SCORX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. SCORX (25.8M). RLEFX pays higher dividends than SCORX: RLEFX (2.16) vs SCORX (1.87). RLEFX was incepted earlier than SCORX: RLEFX (9 years) vs SCORX (18 years). SCORX (0.81) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SCORX (17.00). RLEFX has a lower initial minimum investment than SCORX: RLEFX (250) vs SCORX (1000). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. SCORX (3.19). RLEFX return over 5 years is better than : 36.87 vs. SCORX (31.89).
| RLEFX | SCORX | RLEFX / SCORX | |
| Total Expense Ratio | 0.40 | 0.81 | 49% |
| Annual Report Gross Expense Ratio | 0.40 | 0.81 | 49% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | -1.485 | -2.414 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 25.8M | 879,845% |
| Annual Yield % from dividends | 2.16 | 1.87 | 116% |
| Returns for 1 year | 4.35 | 3.19 | 137% |
| Returns for 3 years | 14.97 | 12.44 | 120% |
| Returns for 5 years | 36.87 | 31.89 | 116% |
| Returns for 10 years | N/A | 37.55 | - |
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