Ad is loading...
RLEFX vs SFAAX
RLEFX vs SFAAX Comparison
Open Charts RLEFX vs SFAAX
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Allspring Index Asset Allocation A
Price$37.58
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets1.21B
RLEFX vs SFAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. SFAAX commentary
May 09, 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 SFAAX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. SFAAX (1.21B). RLEFX pays higher dividends than SFAAX: RLEFX (2.17) vs SFAAX (1.02). RLEFX was incepted earlier than SFAAX: RLEFX (9 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). RLEFX has a lower initial minimum investment than SFAAX: RLEFX (250) vs SFAAX (1000). RLEFX annual gain was more profitable for investors over the last year : 4.93 vs. SFAAX (-3.73). RLEFX return over 5 years is better than : 37.87 vs. SFAAX (8.06).
| RLEFX | SFAAX | RLEFX / SFAAX | |
| Total Expense Ratio | 0.39 | 1.07 | 36% |
| Annual Report Gross Expense Ratio | 0.39 | 1.11 | 35% |
| Fund Existence | 9 years | 39 years | - |
| Gain YTD | 0.504 | -2.411 | -21% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 1.21B | 19,355% |
| Annual Yield % from dividends | 2.17 | 1.02 | 213% |
| Returns for 1 year | 4.93 | -3.73 | -132% |
| Returns for 3 years | 22.44 | 1.27 | 1,763% |
| Returns for 5 years | 37.87 | 8.06 | 470% |
| Returns for 10 years | N/A | 31.16 | - |