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RLEFX vs TASHX
RLEFX vs TASHX Comparison
Open Charts RLEFX vs TASHX
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
Transamerica Multi-Asset Income A
Price$14.75
Change+$0.05 (+0.34%)
VolumeN/A
Net Assets745.78M
RLEFX vs TASHX Comparison Chart
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RLEFX vs. TASHX commentary
Jun 07, 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: 243B vs. TASHX (746M). TASHX pays higher dividends than RLEFX: TASHX (3.39) vs RLEFX (2.09). RLEFX was incepted earlier than TASHX: RLEFX (10 years) vs TASHX (11 years). TASHX (0.99) is less costly to investors than RLEFX (0.39). RLEFX (44.00) and TASHX (42.00) have comparable annual turnover. 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 : 10.55 vs. RLEFX (7.31). TASHX return over 5 years is better than : 49.89 vs. RLEFX (35.83).
| RLEFX | TASHX | RLEFX / TASHX | |
| Total Expense Ratio | 0.39 | 0.99 | 39% |
| Annual Report Gross Expense Ratio | 0.39 | 0.99 | 39% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 4.776 | 2.922 | 163% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 746M | 32,574% |
| Annual Yield % from dividends | 2.09 | 3.39 | 62% |
| Returns for 1 year | 7.31 | 10.55 | 69% |
| Returns for 3 years | 22.75 | 22.22 | 102% |
| Returns for 5 years | 35.83 | 49.89 | 72% |
| Returns for 10 years | N/A | 87.61 | - |