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RLEFX vs SIBAX
RLEFX vs SIBAX Comparison
Open Charts RLEFX vs SIBAX
American Funds American Balanced R5E
Price$36.57
Change-$0.08 (-0.22%)
VolumeN/A
Net Assets251.12B
RLEFX vs SIBAX Comparison Chart in %
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RLEFX vs. SIBAX commentary
Jul 03, 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: 251B vs. SIBAX (68.1M). RLEFX pays higher dividends than SIBAX: RLEFX (2.01) vs SIBAX (1.42). RLEFX was incepted earlier than SIBAX: RLEFX (10 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 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 : 9.40 vs. RLEFX (8.60). SIBAX return over 5 years is better than : 47.04 vs. RLEFX (41.82).
| RLEFX | SIBAX | RLEFX / SIBAX | |
| Total Expense Ratio | 0.39 | 0.91 | 43% |
| Annual Report Gross Expense Ratio | 0.39 | 1.11 | 35% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 7.606 | 4.423 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 68.1M | 368,576% |
| Annual Yield % from dividends | 2.01 | 1.42 | 142% |
| Returns for 1 year | 8.60 | 9.40 | 92% |
| Returns for 3 years | 35.06 | 42.44 | 83% |
| Returns for 5 years | 41.82 | 47.04 | 89% |
| Returns for 10 years | N/A | 93.62 | - |
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