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RLEFX vs SIBLX
RLEFX vs SIBLX Comparison
Open Charts RLEFX vs SIBLX
American Funds American Balanced R5E
Price$35.77
Change+$0.12 (+0.34%)
VolumeN/A
Net Assets243.73B
Touchstone Balanced Y
Price$28.10
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets933.43M
RLEFX vs SIBLX Comparison Chart
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RLEFX vs. SIBLX commentary
Jun 06, 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. SIBLX (933M). RLEFX pays higher dividends than SIBLX: RLEFX (2.09) vs SIBLX (1.62). RLEFX was incepted earlier than SIBLX: RLEFX (10 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than RLEFX (0.39). SIBLX is a more actively managed with annual turnover of: 70.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than SIBLX: RLEFX (250) vs SIBLX (2500). SIBLX annual gain was more profitable for investors over the last year : 9.24 vs. RLEFX (8.30). RLEFX (35.68) and SIBLX (35.19) have equivalent 5 years return.
| RLEFX | SIBLX | RLEFX / SIBLX | |
| Total Expense Ratio | 0.39 | 0.79 | 49% |
| Annual Report Gross Expense Ratio | 0.39 | 0.79 | 49% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 4.659 | 1.619 | 288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 933M | 26,152% |
| Annual Yield % from dividends | 2.09 | 1.62 | 129% |
| Returns for 1 year | 8.30 | 9.24 | 90% |
| Returns for 3 years | 23.49 | 28.78 | 82% |
| Returns for 5 years | 35.68 | 35.19 | 101% |
| Returns for 10 years | N/A | 61.74 | - |
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