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RLEFX vs SIBLX
RLEFX vs SIBLX Comparison
Open Charts RLEFX vs SIBLX
American Funds American Balanced R5E
Price$36.39
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Touchstone Balanced Y
Price$28.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
RLEFX vs SIBLX Comparison Chart
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RLEFX vs. SIBLX commentary
Nov 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 SIBLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 237B vs. SIBLX (952M). RLEFX pays higher dividends than SIBLX: RLEFX (2.42) vs SIBLX (1.51). RLEFX was incepted earlier than SIBLX: RLEFX (9 years) vs SIBLX (17 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. SIBLX (57.00). RLEFX has a lower initial minimum investment than SIBLX: RLEFX (250) vs SIBLX (2500). RLEFX annual gain was more profitable for investors over the last year : 21.00 vs. SIBLX (18.40). RLEFX return over 5 years is better than : 37.39 vs. SIBLX (28.15).
| RLEFX | SIBLX | RLEFX / SIBLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 15.097 | 13.894 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 952M | 24,895% |
| Annual Yield % from dividends | 2.42 | 1.51 | 160% |
| Returns for 1 year | 21.00 | 18.40 | 114% |
| Returns for 3 years | 12.54 | 10.16 | 123% |
| Returns for 5 years | 37.39 | 28.15 | 133% |
| Returns for 10 years | N/A | 54.82 | - |