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BALFX vs RLBEX
BALFX vs RLBEX Comparison
Open Charts BALFX vs RLBEX
American Funds American Balanced F1
Price$38.37
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
American Funds American Balanced R4
Price$38.33
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
BALFX vs RLBEX Comparison Chart in %
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BALFX vs. RLBEX commentary
Sep 27, 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 BALFX is a Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
BALFX (263B) and RLBEX (263B) have equal amount of cash in the bank . RLBEX (1.79) and BALFX (1.77) have matching dividends . BALFX was incepted earlier than RLBEX: BALFX (25 years) vs RLBEX (23 years). BALFX (0.61) and RLBEX (0.59) have similar cost to investors . BALFX (44.00) and RLBEX (44.00) have comparable annual turnover. BALFX (250) and RLBEX (250) have matching initial minimum investment requirements. BALFX (8.13) and RLBEX (7.79) have marching annual gain over last year. RLBEX (44.03) and BALFX (43.94) have equivalent 5 years return.
| BALFX | RLBEX | BALFX / RLBEX | |
| Total Expense Ratio | 0.61 | 0.59 | 103% |
| Annual Report Gross Expense Ratio | 0.61 | 0.59 | 103% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 12.839 | 12.835 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 263B | 100% |
| Annual Yield % from dividends | 1.77 | 1.79 | 99% |
| Returns for 1 year | 8.13 | 7.79 | 104% |
| Returns for 3 years | 50.38 | 50.92 | 99% |
| Returns for 5 years | 43.94 | 44.03 | 100% |
| Returns for 10 years | 82.51 | 84.52 | 98% |
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