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RLEFX vs VSMGX
RLEFX vs VSMGX Comparison
Open Charts RLEFX vs VSMGX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Vanguard LifeStrategy Mod Gr Inv Shrs
Price$33.60
Change+$0.10 (+0.30%)
VolumeN/A
Net Assets21.53B
RLEFX vs VSMGX Comparison Chart in %
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RLEFX vs. VSMGX commentary
Jul 07, 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: 252B vs. VSMGX (21.5B). VSMGX pays higher dividends than RLEFX: VSMGX (2.60) vs RLEFX (2.01). 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 : 8.07 vs. VSMGX (6.13). RLEFX return over 5 years is better than : 42.56 vs. VSMGX (24.72).
| 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 | 8.164 | 8.032 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 21.5B | 1,172% |
| Annual Yield % from dividends | 2.01 | 2.60 | 77% |
| Returns for 1 year | 8.07 | 6.13 | 132% |
| Returns for 3 years | 35.76 | 24.39 | 147% |
| Returns for 5 years | 42.56 | 24.72 | 172% |
| Returns for 10 years | N/A | 55.24 | - |
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