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CLBAX vs RLEFX
CLBAX vs RLEFX Comparison
Open Charts CLBAX vs RLEFX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
CLBAX vs RLEFX Comparison Chart in %
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CLBAX vs. RLEFX commentary
Jul 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 CLBAX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX (254B) and RLEFX (254B) have equal amount of cash in the bank . RLEFX pays higher dividends than CLBAX: RLEFX (2.01) vs CLBAX (1.84). CLBAX was incepted earlier than RLEFX: CLBAX (23 years) vs RLEFX (10 years). CLBAX (0.58) is less costly to investors than RLEFX (0.39). CLBAX (44.00) and RLEFX (44.00) have comparable annual turnover. CLBAX (250) and RLEFX (250) have matching initial minimum investment requirements. RLEFX (10.46) and CLBAX (10.23) have marching annual gain over last year. CLBAX (41.42) and RLEFX (40.77) have equivalent 5 years return.
| CLBAX | RLEFX | CLBAX / RLEFX | |
| Total Expense Ratio | 0.58 | 0.39 | 149% |
| Annual Report Gross Expense Ratio | 0.58 | 0.39 | 149% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 9.013 | 9.133 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 254B | 100% |
| Annual Yield % from dividends | 1.84 | 2.01 | 91% |
| Returns for 1 year | 10.23 | 10.46 | 98% |
| Returns for 3 years | 35.76 | 35.42 | 101% |
| Returns for 5 years | 41.42 | 40.77 | 102% |
| Returns for 10 years | 77.58 | N/A | - |