Ad is loading...
RLEFX vs TBARX
RLEFX vs TBARX Comparison
Open Charts RLEFX vs TBARX
American Funds American Balanced R5E
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
Touchstone Balanced R6
Price$26.18
Change+$0.35 (+1.36%)
VolumeN/A
Net Assets862.34M
RLEFX vs TBARX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. TBARX (862M). RLEFX pays higher dividends than TBARX: RLEFX (2.16) vs TBARX (1.80). RLEFX was incepted earlier than TBARX: RLEFX (9 years) vs TBARX (3 years). TBARX (6.95) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TBARX (70.00). RLEFX has a lower initial minimum investment than TBARX: RLEFX (250) vs TBARX (50000). TBARX annual gain was more profitable for investors over the last year : 3.24 vs. RLEFX (1.84).
| RLEFX | TBARX | RLEFX / TBARX | |
| Total Expense Ratio | 0.40 | 0.64 | 63% |
| Annual Report Gross Expense Ratio | 0.40 | 6.95 | 6% |
| Fund Existence | 9 years | 3 years | - |
| Gain YTD | -3.738 | -6.090 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 862M | 26,102% |
| Annual Yield % from dividends | 2.16 | 1.80 | 120% |
| Returns for 1 year | 1.84 | 3.24 | 57% |
| Returns for 3 years | 12.56 | 16.01 | 78% |
| Returns for 5 years | 33.74 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...