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RLEFX vs TBARX
RLEFX vs TBARX Comparison
Open Charts RLEFX vs TBARX
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Touchstone Balanced R6
Price$29.50
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets978.57M
RLEFX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. TBARX (979M). RLEFX pays higher dividends than TBARX: RLEFX (2.01) vs TBARX (1.74). RLEFX was incepted earlier than TBARX: RLEFX (10 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLEFX (0.39). TBARX is a more actively managed with annual turnover of: 70.00 vs. RLEFX (44.00). 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 : 13.44 vs. RLEFX (10.46).
| RLEFX | TBARX | RLEFX / TBARX | |
| Total Expense Ratio | 0.39 | 0.64 | 61% |
| Annual Report Gross Expense Ratio | 0.39 | 6.95 | 6% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 9.133 | 7.739 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 979M | 25,945% |
| Annual Yield % from dividends | 2.01 | 1.74 | 116% |
| Returns for 1 year | 10.46 | 13.44 | 78% |
| Returns for 3 years | 35.42 | 41.55 | 85% |
| Returns for 5 years | 40.77 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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