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RLEFX vs SIBLX
RLEFX vs SIBLX Comparison
Open Charts RLEFX vs SIBLX
American Funds American Balanced R5E
Price$37.51
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets255.46B
Touchstone Balanced Y
Price$29.92
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets990.47M
RLEFX vs SIBLX Comparison Chart in %
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RLEFX vs. SIBLX commentary
Aug 27, 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: 255B vs. SIBLX (990M). RLEFX pays higher dividends than SIBLX: RLEFX (2.00) vs SIBLX (1.59). 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 : 10.86 vs. RLEFX (7.44). RLEFX return over 5 years is better than : 38.19 vs. SIBLX (33.74).
| 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 | 10.131 | 8.975 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 990M | 25,758% |
| Annual Yield % from dividends | 2.00 | 1.59 | 126% |
| Returns for 1 year | 7.44 | 10.86 | 69% |
| Returns for 3 years | 34.89 | 40.31 | 87% |
| Returns for 5 years | 38.19 | 33.74 | 113% |
| Returns for 10 years | N/A | 78.84 | - |
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