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RLEFX vs VSMGX
RLEFX vs VSMGX Comparison
Open Charts RLEFX vs VSMGX
American Funds American Balanced R5E
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets229.84B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$31.37
Change+$0.38 (+1.23%)
VolumeN/A
Net Assets20.9B
RLEFX vs VSMGX Comparison Chart
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RLEFX vs. VSMGX 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 VSMGX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 230B vs. VSMGX (20.9B). VSMGX pays higher dividends than RLEFX: VSMGX (2.74) vs RLEFX (2.16). RLEFX was incepted earlier than VSMGX: RLEFX (9 years) vs VSMGX (31 years). RLEFX (0.40) is less costly to investors than VSMGX (0.13). RLEFX is a more actively managed with annual turnover of: 171.00 vs. VSMGX (6.00). RLEFX has a lower initial minimum investment than VSMGX: RLEFX (250) vs VSMGX (3000). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. VSMGX (1.36). RLEFX return over 5 years is better than : 36.87 vs. VSMGX (23.22).
| RLEFX | VSMGX | RLEFX / VSMGX | |
| Total Expense Ratio | 0.40 | 0.13 | 308% |
| Annual Report Gross Expense Ratio | 0.40 | 0.13 | 308% |
| Fund Existence | 9 years | 31 years | - |
| Gain YTD | -1.485 | -1.085 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 20.9B | 1,100% |
| Annual Yield % from dividends | 2.16 | 2.74 | 79% |
| Returns for 1 year | 4.35 | 1.36 | 319% |
| Returns for 3 years | 14.97 | 5.85 | 256% |
| Returns for 5 years | 36.87 | 23.22 | 159% |
| Returns for 10 years | N/A | 37.80 | - |
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