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RLEFX vs TBLRX
RLEFX vs TBLRX Comparison
Open Charts RLEFX vs TBLRX
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Transamerica Balanced II R
Price$13.32
Change-$0.28 (-2.06%)
VolumeN/A
CapitalizationN/A
RLEFX vs TBLRX Comparison Chart
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RLEFX vs. TBLRX commentary
Dec 19, 2024
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 Hold and TBLRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. TBLRX (114M). RLEFX pays higher dividends than TBLRX: RLEFX (2.42) vs TBLRX (1.41). RLEFX was incepted earlier than TBLRX: RLEFX (9 years) vs TBLRX (30 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TBLRX (34.00). TBLRX has a lower initial minimum investment than RLEFX: TBLRX (0) vs RLEFX (250). TBLRX annual gain was more profitable for investors over the last year : 15.40 vs. RLEFX (12.69). RLEFX return over 5 years is better than : 33.70 vs. TBLRX (27.26).
| RLEFX | TBLRX | RLEFX / TBLRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 11.668 | 16.718 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 114M | 211,404% |
| Annual Yield % from dividends | 2.42 | 1.41 | 172% |
| Returns for 1 year | 12.69 | 15.40 | 82% |
| Returns for 3 years | 12.14 | 0.53 | 2,288% |
| Returns for 5 years | 33.70 | 27.26 | 124% |
| Returns for 10 years | N/A | 50.31 | - |
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