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RLEFX vs TASHX
RLEFX vs TASHX Comparison
Open Charts RLEFX vs TASHX
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Transamerica Multi-Asset Income A
Price$14.09
Change+$0.11 (+0.79%)
VolumeN/A
Net Assets705.56M
RLEFX vs TASHX Comparison Chart
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RLEFX vs. TASHX 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 TASHX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. TASHX (706M). TASHX pays higher dividends than RLEFX: TASHX (3.32) vs RLEFX (2.16). RLEFX was incepted earlier than TASHX: RLEFX (9 years) vs TASHX (11 years). TASHX (0.99) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TASHX (42.00). RLEFX has a lower initial minimum investment than TASHX: RLEFX (250) vs TASHX (1000). TASHX annual gain was more profitable for investors over the last year : 7.13 vs. RLEFX (4.35). TASHX return over 5 years is better than : 58.97 vs. RLEFX (36.87).
| RLEFX | TASHX | RLEFX / TASHX | |
| Total Expense Ratio | 0.40 | 0.99 | 40% |
| Annual Report Gross Expense Ratio | 0.40 | 0.99 | 40% |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | -1.485 | -2.694 | 55% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 706M | 32,153% |
| Annual Yield % from dividends | 2.16 | 3.32 | 65% |
| Returns for 1 year | 4.35 | 7.13 | 61% |
| Returns for 3 years | 14.97 | 14.05 | 107% |
| Returns for 5 years | 36.87 | 58.97 | 63% |
| Returns for 10 years | N/A | 75.83 | - |
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