Ad is loading...
Ad is loading...
RLEFX vs TRPBX
RLEFX vs TRPBX Comparison
Open Charts RLEFX vs TRPBX
American Funds American Balanced R5E
Price$36.50
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
T. Rowe Price Spectrum Moderate Allc I
Price$25.50
Change+$0.07 (+0.28%)
VolumeN/A
CapitalizationN/A
RLEFX vs TRPBX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. TRPBX commentary
Nov 23, 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 StrongBuy and TRPBX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 238B vs. TRPBX (2.07B). TRPBX pays higher dividends than RLEFX: TRPBX (2.76) vs RLEFX (2.42). RLEFX was incepted earlier than TRPBX: RLEFX (9 years) vs TRPBX (30 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TRPBX (65.50). RLEFX has a lower initial minimum investment than TRPBX: RLEFX (250) vs TRPBX (2500). RLEFX annual gain was more profitable for investors over the last year : 21.37 vs. TRPBX (17.26). RLEFX return over 5 years is better than : 37.81 vs. TRPBX (14.01).
| RLEFX | TRPBX | RLEFX / TRPBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 30 years | - |
| Gain YTD | 15.445 | 12.292 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 2.07B | 11,481% |
| Annual Yield % from dividends | 2.42 | 2.76 | 88% |
| Returns for 1 year | 21.37 | 17.26 | 124% |
| Returns for 3 years | 12.81 | -6.87 | -187% |
| Returns for 5 years | 37.81 | 14.01 | 270% |
| Returns for 10 years | N/A | 23.13 | - |
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 % |
| HTSCX | 11.69 | 0.22 | +1.92% |
| Hartford Small Cap Value C | |||
| VESGX | 47.17 | 0.35 | +0.75% |
| Vanguard Global ESG Select Stk Admiral | |||
| BVPIX | 23.67 | 0.15 | +0.64% |
| Baywood ValuePlus Institutional | |||
| ADCYX | 31.88 | 0.04 | +0.13% |
| American Century Disciplined Growth Y | |||
| RDCEX | 16.06 | 0.02 | +0.12% |
| Columbia Disciplined Core C | |||