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RLEFX vs SIBLX
RLEFX vs SIBLX Comparison
Open Charts RLEFX vs SIBLX
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Touchstone Balanced Y
Price$26.61
Change+$0.42 (+1.60%)
VolumeN/A
Net Assets873.92M
RLEFX vs SIBLX Comparison Chart
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RLEFX vs. SIBLX 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. SIBLX (874M). RLEFX pays higher dividends than SIBLX: RLEFX (2.16) vs SIBLX (1.66). RLEFX was incepted earlier than SIBLX: RLEFX (9 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SIBLX (70.00). 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 : 4.62 vs. RLEFX (4.35). SIBLX (37.85) and RLEFX (36.87) have equivalent 5 years return.
| RLEFX | SIBLX | RLEFX / SIBLX | |
| Total Expense Ratio | 0.40 | 0.79 | 51% |
| Annual Report Gross Expense Ratio | 0.40 | 0.79 | 51% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | -1.485 | -4.882 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 874M | 25,973% |
| Annual Yield % from dividends | 2.16 | 1.66 | 130% |
| Returns for 1 year | 4.35 | 4.62 | 94% |
| Returns for 3 years | 14.97 | 16.61 | 90% |
| Returns for 5 years | 36.87 | 37.85 | 97% |
| Returns for 10 years | N/A | 50.04 | - |
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