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RLEFX vs SFAAX
RLEFX vs SFAAX Comparison
Open Charts RLEFX vs SFAAX
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Allspring Index Asset Allocation A
Price$40.75
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets1.27B
RLEFX vs SFAAX Comparison Chart in %
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RLEFX vs. SFAAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. SFAAX (1.27B). RLEFX pays higher dividends than SFAAX: RLEFX (2.00) vs SFAAX (0.94). RLEFX was incepted earlier than SFAAX: RLEFX (10 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 : 8.15 vs. SFAAX (-1.44). RLEFX return over 5 years is better than : 39.18 vs. SFAAX (7.86).
| RLEFX | SFAAX | RLEFX / SFAAX | |
| Total Expense Ratio | 0.39 | 1.07 | 36% |
| Annual Report Gross Expense Ratio | 0.39 | 1.11 | 35% |
| Fund Existence | 10 years | 39 years | - |
| Gain YTD | 9.867 | 6.513 | 151% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.27B | 20,126% |
| Annual Yield % from dividends | 2.00 | 0.94 | 213% |
| Returns for 1 year | 8.15 | -1.44 | -565% |
| Returns for 3 years | 30.19 | 5.20 | 580% |
| Returns for 5 years | 39.18 | 7.86 | 499% |
| Returns for 10 years | N/A | 43.07 | - |
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