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RLEFX vs SWOBX
RLEFX vs SWOBX Comparison
Open Charts RLEFX vs SWOBX
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets256.16B
Schwab Balanced
Price$18.17
Change+$0.12 (+0.66%)
VolumeN/A
Net Assets705.98M
RLEFX vs SWOBX Comparison Chart in %
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RLEFX vs. SWOBX commentary
Sep 05, 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 SWOBX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. SWOBX (706M). SWOBX pays higher dividends than RLEFX: SWOBX (2.10) vs RLEFX (1.97). RLEFX was incepted earlier than SWOBX: RLEFX (10 years) vs SWOBX (29 years). SWOBX (0.53) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. SWOBX (8.00). SWOBX has a lower initial minimum investment than RLEFX: SWOBX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 9.32 vs. SWOBX (7.86). RLEFX return over 5 years is better than : 40.14 vs. SWOBX (18.21).
| RLEFX | SWOBX | RLEFX / SWOBX | |
| Total Expense Ratio | 0.39 | 0.51 | 76% |
| Annual Report Gross Expense Ratio | 0.39 | 0.53 | 74% |
| Fund Existence | 10 years | 29 years | - |
| Gain YTD | 10.924 | 7.955 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 706M | 36,261% |
| Annual Yield % from dividends | 1.97 | 2.10 | 94% |
| Returns for 1 year | 9.32 | 7.86 | 118% |
| Returns for 3 years | 38.88 | 21.70 | 179% |
| Returns for 5 years | 40.14 | 18.21 | 220% |
| Returns for 10 years | N/A | 45.56 | - |
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