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CTLAX vs RLEFX
CTLAX vs RLEFX Comparison
Open Charts CTLAX vs RLEFX
American Funds College 2033 529A
Price$13.83
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets4.09B
American Funds American Balanced R5E
Price$38.47
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
CTLAX vs RLEFX Comparison Chart in %
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CTLAX vs. RLEFX 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 CTLAX is a Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 262B vs. CTLAX (4.09B). CTLAX pays higher dividends than RLEFX: CTLAX (2.49) vs RLEFX (1.97). CTLAX was incepted earlier than RLEFX: CTLAX (11 years) vs RLEFX (10 years). CTLAX (0.72) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. CTLAX (6.00). CTLAX (250) and RLEFX (250) have matching initial minimum investment requirements. RLEFX (8.31) and CTLAX (8.22) have marching annual gain over last year. RLEFX return over 5 years is better than : 45.69 vs. CTLAX (21.41).
| CTLAX | RLEFX | CTLAX / RLEFX | |
| Total Expense Ratio | 0.72 | 0.39 | 185% |
| Annual Report Gross Expense Ratio | 0.72 | 0.39 | 185% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 11.111 | 13.317 | 83% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.09B | 262B | 2% |
| Annual Yield % from dividends | 2.49 | 1.97 | 126% |
| Returns for 1 year | 8.22 | 8.31 | 99% |
| Returns for 3 years | 43.79 | 52.20 | 84% |
| Returns for 5 years | 21.41 | 45.69 | 47% |
| Returns for 10 years | 78.26 | N/A | - |
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