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RLEFX vs SFAAX
RLEFX vs SFAAX Comparison
Open Charts RLEFX vs SFAAX
American Funds American Balanced R5E
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
Allspring Index Asset Allocation A
Price$36.19
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.17B
RLEFX vs SFAAX Comparison Chart
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RLEFX vs. SFAAX commentary
Apr 18, 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: 225B vs. SFAAX (1.17B). RLEFX pays higher dividends than SFAAX: RLEFX (2.16) vs SFAAX (1.01). RLEFX was incepted earlier than SFAAX: RLEFX (9 years) vs SFAAX (38 years). SFAAX (1.11) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 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 : 2.75 vs. SFAAX (-3.89). RLEFX return over 5 years is better than : 32.76 vs. SFAAX (6.63).
| RLEFX | SFAAX | RLEFX / SFAAX | |
| Total Expense Ratio | 0.40 | 1.07 | 37% |
| Annual Report Gross Expense Ratio | 0.40 | 1.11 | 36% |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | -3.650 | -4.804 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 1.17B | 19,165% |
| Annual Yield % from dividends | 2.16 | 1.01 | 214% |
| Returns for 1 year | 2.75 | -3.89 | -71% |
| Returns for 3 years | 10.47 | -7.37 | -142% |
| Returns for 5 years | 32.76 | 6.63 | 494% |
| Returns for 10 years | N/A | 28.07 | - |
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