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RLEFX vs VSMGX
RLEFX vs VSMGX Comparison
Open Charts RLEFX vs VSMGX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.00
Change-$0.30 (-0.90%)
VolumeN/A
Net Assets21.53B
RLEFX vs VSMGX Comparison Chart
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RLEFX vs. VSMGX 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 VSMGX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. VSMGX (21.5B). VSMGX pays higher dividends than RLEFX: VSMGX (2.63) vs RLEFX (2.09). RLEFX was incepted earlier than VSMGX: RLEFX (10 years) vs VSMGX (31 years). RLEFX (0.39) is less costly to investors than VSMGX (0.13). RLEFX is a more actively managed with annual turnover of: 44.00 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 : 5.49 vs. VSMGX (3.65). RLEFX return over 5 years is better than : 39.46 vs. VSMGX (23.46).
| RLEFX | VSMGX | RLEFX / VSMGX | |
| Total Expense Ratio | 0.39 | 0.13 | 300% |
| Annual Report Gross Expense Ratio | 0.39 | 0.13 | 300% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 4.524 | 5.330 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 21.5B | 1,135% |
| Annual Yield % from dividends | 2.09 | 2.63 | 79% |
| Returns for 1 year | 5.49 | 3.65 | 150% |
| Returns for 3 years | 33.28 | 23.22 | 143% |
| Returns for 5 years | 39.46 | 23.46 | 168% |
| Returns for 10 years | N/A | 49.18 | - |
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