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FBAFX vs RLEFX
FBAFX vs RLEFX Comparison
Open Charts FBAFX vs RLEFX
American Funds American Balanced 529-F-2
Price$37.65
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
American Funds American Balanced R5E
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
FBAFX vs RLEFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FBAFX (269B) and RLEFX (269B) have equal amount of cash in the bank . FBAFX (1.90) and RLEFX (1.86) have matching dividends . FBAFX was incepted earlier than RLEFX: FBAFX (5 years) vs RLEFX (10 years). RLEFX (0.39) is less costly to investors than FBAFX (0.34). FBAFX (44.00) and RLEFX (44.00) have comparable annual turnover. FBAFX (250) and RLEFX (250) have matching initial minimum investment requirements. FBAFX (9.38) and RLEFX (9.35) have marching annual gain over last year. FBAFX return over 5 years is better than : 38.07 vs. RLEFX (35.69).
| FBAFX | RLEFX | FBAFX / RLEFX | |
| Total Expense Ratio | 0.34 | 0.39 | 87% |
| Annual Report Gross Expense Ratio | 0.34 | 0.39 | 87% |
| Fund Existence | 5 years | 10 years | - |
| Gain YTD | 10.851 | 10.784 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 269B | 100% |
| Annual Yield % from dividends | 1.90 | 1.86 | 103% |
| Returns for 1 year | 9.38 | 9.35 | 100% |
| Returns for 3 years | 38.63 | 38.41 | 101% |
| Returns for 5 years | 38.07 | 35.69 | 107% |
| Returns for 10 years | N/A | 75.88 | - |
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