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RLEFX vs TBLRX
RLEFX vs TBLRX Comparison
Open Charts RLEFX vs TBLRX
American Funds American Balanced R5E
Price$33.44
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets219.52B
Transamerica Balanced II R
Price$11.24
Change+$0.57 (+5.34%)
VolumeN/A
Net Assets61.71M
RLEFX vs TBLRX Comparison Chart
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RLEFX vs. TBLRX commentary
Apr 11, 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: 220B vs. TBLRX (61.7M). RLEFX pays higher dividends than TBLRX: RLEFX (2.16) 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 (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 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 : -3.37 vs. TBLRX (-12.33). RLEFX return over 5 years is better than : 31.22 vs. TBLRX (8.01).
| RLEFX | TBLRX | RLEFX / TBLRX | |
| Total Expense Ratio | 0.40 | 1.10 | 36% |
| Annual Report Gross Expense Ratio | 0.40 | 1.11 | 36% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | -6.898 | -8.766 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 61.7M | 356,564% |
| Annual Yield % from dividends | 2.16 | 1.51 | 144% |
| Returns for 1 year | -3.37 | -12.33 | 27% |
| Returns for 3 years | 5.51 | -9.26 | -60% |
| Returns for 5 years | 31.22 | 8.01 | 389% |
| Returns for 10 years | N/A | 16.76 | - |
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