Ad is loading...
RLEFX vs TBLRX
RLEFX vs TBLRX Comparison
Open Charts RLEFX vs TBLRX
American Funds American Balanced R5E
Price$34.32
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
Transamerica Balanced II R
Price$11.53
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets66.05M
RLEFX vs TBLRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. TBLRX commentary
May 12, 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: 234B vs. TBLRX (66.1M). RLEFX pays higher dividends than TBLRX: RLEFX (2.17) vs TBLRX (1.51). RLEFX was incepted earlier than TBLRX: RLEFX (9 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 : 4.41 vs. TBLRX (-5.49). RLEFX return over 5 years is better than : 37.75 vs. TBLRX (12.37).
| RLEFX | TBLRX | RLEFX / TBLRX | |
| Total Expense Ratio | 0.39 | 1.10 | 35% |
| Annual Report Gross Expense Ratio | 0.39 | 1.11 | 35% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | 0.416 | -1.413 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 66.1M | 354,009% |
| Annual Yield % from dividends | 2.17 | 1.51 | 144% |
| Returns for 1 year | 4.41 | -5.49 | -80% |
| Returns for 3 years | 22.12 | 6.05 | 365% |
| Returns for 5 years | 37.75 | 12.37 | 305% |
| Returns for 10 years | N/A | 27.00 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DLDYX | 39.87 | 0.47 | +1.19% |
| BNY Mellon Natural Resources Y | |||
| WOOQX | 17.39 | N/A | N/A |
| JPMorgan SMID Cap Equity R4 | |||
| DSHZX | 11.31 | -0.01 | -0.09% |
| Brinker Capital Destinations Shelter Z | |||
| MCFGX | 16.53 | -0.04 | -0.24% |
| BlackRock Capital Appreciation Inv C | |||
| CAFCX | 32.90 | -0.09 | -0.27% |
| American Funds AMCAP 529C | |||