Interact to see
Advertisement
Advertisement
RLEFX vs SIBLX
RLEFX vs SIBLX Comparison
Open Charts RLEFX vs SIBLX
American Funds American Balanced R5E
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
Touchstone Balanced Y
Price$29.18
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets966.5M
RLEFX vs SIBLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. SIBLX commentary
Jul 18, 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: 251B vs. SIBLX (967M). RLEFX pays higher dividends than SIBLX: RLEFX (2.01) vs SIBLX (1.61). 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 : 9.15 vs. RLEFX (5.86). RLEFX (39.78) and SIBLX (38.76) 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 | 7.988 | 6.203 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 967M | 25,957% |
| Annual Yield % from dividends | 2.01 | 1.61 | 125% |
| Returns for 1 year | 5.86 | 9.15 | 64% |
| Returns for 3 years | 35.92 | 40.87 | 88% |
| Returns for 5 years | 39.78 | 38.76 | 103% |
| Returns for 10 years | N/A | 67.25 | - |