Interact to see
Advertisement
Advertisement
AFMBX vs RLEFX
AFMBX vs RLEFX Comparison
Open Charts AFMBX vs RLEFX
American Funds American Balanced F3
Price$39.86
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
American Funds American Balanced R5E
Price$39.72
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
AFMBX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFMBX vs. RLEFX commentary
Dec 04, 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 AFMBX is a StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX (271B) and AFMBX (269B) have equal amount of cash in the bank . AFMBX pays higher dividends than RLEFX: AFMBX (1.98) vs RLEFX (1.86). AFMBX was incepted earlier than RLEFX: AFMBX (9 years) vs RLEFX (10 years). RLEFX (0.39) is less costly to investors than AFMBX (0.25). AFMBX (44.00) and RLEFX (44.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than AFMBX: RLEFX (250) vs AFMBX (1000000). AFMBX (9.67) and RLEFX (9.49) have marching annual gain over last year. AFMBX (41.12) and RLEFX (40.25) have equivalent 5 years return.
| AFMBX | RLEFX | AFMBX / RLEFX | |
| Total Expense Ratio | 0.25 | 0.39 | 64% |
| Annual Report Gross Expense Ratio | 0.25 | 0.39 | 64% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 16.939 | 16.793 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 271B | 99% |
| Annual Yield % from dividends | 1.98 | 1.86 | 107% |
| Returns for 1 year | 9.67 | 9.49 | 102% |
| Returns for 3 years | 41.59 | 40.99 | 101% |
| Returns for 5 years | 41.12 | 40.25 | 102% |
| Returns for 10 years | N/A | 76.50 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement