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RLEFX vs VGSTX
RLEFX vs VGSTX Comparison
Open Charts RLEFX vs VGSTX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard STAR I
Price$28.80
Change-$0.28 (-0.96%)
VolumeN/A
Net Assets22.28B
RLEFX vs VGSTX Comparison Chart
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RLEFX vs. VGSTX commentary
Jun 15, 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: 244B vs. VGSTX (22.3B). VGSTX pays higher dividends than RLEFX: VGSTX (2.25) vs RLEFX (2.09). 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 : 5.49 vs. VGSTX (2.57). RLEFX return over 5 years is better than : 39.46 vs. VGSTX (11.33).
| 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 | 4.524 | 4.803 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 22.3B | 1,094% |
| Annual Yield % from dividends | 2.09 | 2.25 | 93% |
| Returns for 1 year | 5.49 | 2.57 | 214% |
| Returns for 3 years | 33.28 | 16.88 | 197% |
| Returns for 5 years | 39.46 | 11.33 | 348% |
| Returns for 10 years | N/A | 26.71 | - |
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