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RLEFX vs SFAAX
RLEFX vs SFAAX Comparison
Open Charts RLEFX vs SFAAX
American Funds American Balanced R5E
Price$36.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Allspring Index Asset Allocation A
Price$43.56
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RLEFX vs SFAAX Comparison Chart
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RLEFX vs. SFAAX commentary
Nov 23, 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 StrongBuy and SFAAX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 237B vs. SFAAX (1.35B). 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 : 21.00 vs. SFAAX (13.82). RLEFX return over 5 years is better than : 37.39 vs. SFAAX (24.01).
| 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 | 15.097 | 15.669 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 1.35B | 17,595% |
| Annual Yield % from dividends | 2.42 | 0.90 | 270% |
| Returns for 1 year | 21.00 | 13.82 | 152% |
| Returns for 3 years | 12.54 | -3.97 | -316% |
| Returns for 5 years | 37.39 | 24.01 | 156% |
| Returns for 10 years | N/A | 54.12 | - |