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RLEFX vs TBARX
RLEFX vs TBARX Comparison
Open Charts RLEFX vs TBARX
American Funds American Balanced R5E
Price$33.46
Change-$0.87 (-2.53%)
VolumeN/A
Net Assets235.03B
Touchstone Balanced R6
Price$26.58
Change-$0.76 (-2.78%)
VolumeN/A
Net Assets922.59M
RLEFX vs TBARX Comparison Chart
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 235B vs. TBARX (923M). 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 : 7.38 vs. RLEFX (1.58).
| 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 | -2.100 | -0.600 | 350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 923M | 25,460% |
| Annual Yield % from dividends | 2.16 | 1.80 | 120% |
| Returns for 1 year | 1.58 | 7.38 | 21% |
| Returns for 3 years | 9.71 | 15.33 | 63% |
| Returns for 5 years | 47.40 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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