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RLEFX vs SWOBX
RLEFX vs SWOBX Comparison
Open Charts RLEFX vs SWOBX
American Funds American Balanced R5E
Price$34.87
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
Schwab Balanced
Price$16.86
Change+$0.28 (+1.69%)
VolumeN/A
Net Assets668.25M
RLEFX vs SWOBX Comparison Chart
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RLEFX vs. SWOBX commentary
May 13, 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: 234B vs. SWOBX (668M). SWOBX pays higher dividends than RLEFX: SWOBX (2.30) vs RLEFX (2.17). RLEFX was incepted earlier than SWOBX: RLEFX (9 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 (4.22) and SWOBX (4.13) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.56 vs. SWOBX (23.44).
| RLEFX | SWOBX | RLEFX / SWOBX | |
| Total Expense Ratio | 0.39 | 0.51 | 76% |
| Annual Report Gross Expense Ratio | 0.39 | 0.53 | 74% |
| Fund Existence | 9 years | 29 years | - |
| Gain YTD | 0.416 | -0.837 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 668M | 35,030% |
| Annual Yield % from dividends | 2.17 | 2.30 | 94% |
| Returns for 1 year | 4.22 | 4.13 | 102% |
| Returns for 3 years | 20.94 | 9.48 | 221% |
| Returns for 5 years | 40.56 | 23.44 | 173% |
| Returns for 10 years | N/A | 27.11 | - |
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