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RLEFX vs VGSTX
RLEFX vs VGSTX Comparison
Open Charts RLEFX vs VGSTX
American Funds American Balanced R5E
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
Vanguard STAR I
Price$27.30
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets21.75B
RLEFX vs VGSTX Comparison Chart
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RLEFX vs. VGSTX commentary
Apr 26, 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: 230B vs. VGSTX (21.8B). VGSTX pays higher dividends than RLEFX: VGSTX (2.34) vs RLEFX (2.16). RLEFX was incepted earlier than VGSTX: RLEFX (9 years) vs VGSTX (40 years). RLEFX (0.40) is less costly to investors than VGSTX (0.31). RLEFX is a more actively managed with annual turnover of: 171.00 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 : 5.08 vs. VGSTX (1.54). RLEFX return over 5 years is better than : 37.39 vs. VGSTX (13.16).
| RLEFX | VGSTX | RLEFX / VGSTX | |
| Total Expense Ratio | 0.40 | 0.31 | 129% |
| Annual Report Gross Expense Ratio | 0.40 | 0.31 | 129% |
| Fund Existence | 9 years | 40 years | - |
| Gain YTD | -1.105 | -1.055 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 21.8B | 1,055% |
| Annual Yield % from dividends | 2.16 | 2.34 | 93% |
| Returns for 1 year | 5.08 | 1.54 | 329% |
| Returns for 3 years | 17.00 | 2.00 | 848% |
| Returns for 5 years | 37.39 | 13.16 | 284% |
| Returns for 10 years | N/A | 17.90 | - |
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