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RLEFX vs VGSTX
RLEFX vs VGSTX Comparison
Open Charts RLEFX vs VGSTX
American Funds American Balanced R5E
Price$36.61
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets251.03B
Vanguard STAR I
Price$29.19
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets22.91B
RLEFX vs VGSTX Comparison Chart in %
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RLEFX vs. VGSTX commentary
Jul 09, 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: 251B vs. VGSTX (22.9B). VGSTX pays higher dividends than RLEFX: VGSTX (2.36) vs RLEFX (2.01). 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 : 6.87 vs. VGSTX (4.06). RLEFX return over 5 years is better than : 41.36 vs. VGSTX (9.54).
| 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 | 7.489 | 6.890 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 22.9B | 1,096% |
| Annual Yield % from dividends | 2.01 | 2.36 | 85% |
| Returns for 1 year | 6.87 | 4.06 | 169% |
| Returns for 3 years | 34.72 | 15.68 | 221% |
| Returns for 5 years | 41.36 | 9.54 | 434% |
| Returns for 10 years | N/A | 31.04 | - |
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