Ad is loading...
RLEFX vs SIBAX
RLEFX vs SIBAX Comparison
Open Charts RLEFX vs SIBAX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
RLEFX vs SIBAX Comparison Chart
Loading...
RLEFX vs. SIBAX commentary
Sep 22, 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 SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 237B vs. SIBAX (67.4M). RLEFX pays higher dividends than SIBAX: RLEFX (2.42) vs SIBAX (1.27). RLEFX was incepted earlier than SIBAX: RLEFX (9 years) vs SIBAX (31 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (39.71). 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 : 27.59 vs. RLEFX (24.64). SIBAX return over 5 years is better than : 46.29 vs. RLEFX (40.23).
| RLEFX | SIBAX | RLEFX / SIBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | 14.180 | 14.889 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 67.4M | 351,632% |
| Annual Yield % from dividends | 2.42 | 1.27 | 190% |
| Returns for 1 year | 24.64 | 27.59 | 89% |
| Returns for 3 years | 15.33 | 7.94 | 193% |
| Returns for 5 years | 40.23 | 46.29 | 87% |
| Returns for 10 years | N/A | 87.51 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...