Ad is loading...
RLEFX vs SIBAX
RLEFX vs SIBAX Comparison
Open Charts RLEFX vs SIBAX
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
RLEFX vs SIBAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. SIBAX commentary
Apr 25, 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 SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. SIBAX (60.5M). RLEFX pays higher dividends than SIBAX: RLEFX (2.16) vs SIBAX (1.52). RLEFX was incepted earlier than SIBAX: RLEFX (9 years) vs SIBAX (31 years). SIBAX (1.11) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (33.30). RLEFX has a lower initial minimum investment than SIBAX: RLEFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 4.75 vs. RLEFX (4.35). SIBAX return over 5 years is better than : 42.67 vs. RLEFX (36.87).
| RLEFX | SIBAX | RLEFX / SIBAX | |
| Total Expense Ratio | 0.40 | 0.91 | 44% |
| Annual Report Gross Expense Ratio | 0.40 | 1.11 | 36% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | -1.485 | -7.368 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 60.5M | 375,207% |
| Annual Yield % from dividends | 2.16 | 1.52 | 142% |
| Returns for 1 year | 4.35 | 4.75 | 92% |
| Returns for 3 years | 14.97 | 17.06 | 88% |
| Returns for 5 years | 36.87 | 42.67 | 86% |
| Returns for 10 years | N/A | 70.33 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...