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RLEFX vs SFAAX
RLEFX vs SFAAX Comparison
Open Charts RLEFX vs SFAAX
American Funds American Balanced R5E
Price$34.32
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation A
Price$38.80
Change+$0.20 (+0.52%)
VolumeN/A
CapitalizationN/A
RLEFX vs SFAAX Comparison Chart
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RLEFX vs. SFAAX commentary
Dec 24, 2024
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: 236B vs. SFAAX (1.31B). RLEFX pays higher dividends than SFAAX: RLEFX (2.42) vs SFAAX (0.90). RLEFX was incepted earlier than SFAAX: RLEFX (9 years) vs SFAAX (38 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SFAAX (11.00). 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 : 10.40 vs. SFAAX (4.16). RLEFX return over 5 years is better than : 31.02 vs. SFAAX (10.55).
| RLEFX | SFAAX | RLEFX / SFAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 38 years | - |
| Gain YTD | 9.746 | 3.716 | 262% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 1.31B | 18,043% |
| Annual Yield % from dividends | 2.42 | 0.90 | 270% |
| Returns for 1 year | 10.40 | 4.16 | 250% |
| Returns for 3 years | 9.87 | -8.83 | -112% |
| Returns for 5 years | 31.02 | 10.55 | 294% |
| Returns for 10 years | N/A | 37.55 | - |
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