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RLEFX vs TBLRX
RLEFX vs TBLRX Comparison
Open Charts RLEFX vs TBLRX
American Funds American Balanced R5E
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
Transamerica Balanced II R
Price$12.29
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets69.3M
RLEFX vs TBLRX Comparison Chart in %
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RLEFX vs. TBLRX commentary
Jul 17, 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 TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 251B vs. TBLRX (69.3M). RLEFX pays higher dividends than TBLRX: RLEFX (2.01) vs TBLRX (1.40). RLEFX was incepted earlier than TBLRX: RLEFX (10 years) vs TBLRX (31 years). TBLRX (1.11) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). TBLRX has a lower initial minimum investment than RLEFX: TBLRX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 5.86 vs. TBLRX (-5.09). RLEFX return over 5 years is better than : 39.78 vs. TBLRX (11.56).
| RLEFX | TBLRX | RLEFX / TBLRX | |
| Total Expense Ratio | 0.39 | 1.10 | 35% |
| Annual Report Gross Expense Ratio | 0.39 | 1.11 | 35% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 7.988 | 5.223 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 69.3M | 362,193% |
| Annual Yield % from dividends | 2.01 | 1.40 | 144% |
| Returns for 1 year | 5.86 | -5.09 | -115% |
| Returns for 3 years | 35.92 | 15.57 | 231% |
| Returns for 5 years | 39.78 | 11.56 | 344% |
| Returns for 10 years | N/A | 34.53 | - |