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RLEFX vs VGSTX
RLEFX vs VGSTX Comparison
Open Charts RLEFX vs VGSTX
American Funds American Balanced R5E
Price$34.85
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
Vanguard STAR I
Price$28.25
Change-$0.32 (-1.12%)
VolumeN/A
Net Assets21.63B
RLEFX vs VGSTX Comparison Chart
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RLEFX vs. VGSTX commentary
May 22, 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 VGSTX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. VGSTX (21.6B). VGSTX pays higher dividends than RLEFX: VGSTX (2.33) vs RLEFX (2.17). RLEFX was incepted earlier than VGSTX: RLEFX (10 years) vs VGSTX (40 years). RLEFX (0.39) is less costly to investors than VGSTX (0.30). RLEFX is a more actively managed with annual turnover of: 44.00 vs. VGSTX (4.00). RLEFX has a lower initial minimum investment than VGSTX: RLEFX (250) vs VGSTX (1000). RLEFX annual gain was more profitable for investors over the last year : 4.49 vs. VGSTX (2.18). RLEFX return over 5 years is better than : 39.05 vs. VGSTX (14.38).
| RLEFX | VGSTX | RLEFX / VGSTX | |
| Total Expense Ratio | 0.39 | 0.30 | 130% |
| Annual Report Gross Expense Ratio | 0.39 | 0.30 | 130% |
| Fund Existence | 10 years | 40 years | - |
| Gain YTD | 1.967 | 3.967 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 21.6B | 1,111% |
| Annual Yield % from dividends | 2.17 | 2.33 | 93% |
| Returns for 1 year | 4.49 | 2.18 | 206% |
| Returns for 3 years | 24.01 | 10.79 | 223% |
| Returns for 5 years | 39.05 | 14.38 | 272% |
| Returns for 10 years | N/A | 24.18 | - |
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