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RLEFX vs SFAAX
RLEFX vs SFAAX Comparison
Open Charts RLEFX vs SFAAX
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Allspring Index Asset Allocation A
Price$40.42
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets1.27B
RLEFX vs SFAAX Comparison Chart in %
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RLEFX vs. SFAAX 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 RLEFX is a Buy and SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. SFAAX (1.27B). RLEFX pays higher dividends than SFAAX: RLEFX (2.01) vs SFAAX (0.95). RLEFX was incepted earlier than SFAAX: RLEFX (10 years) vs SFAAX (39 years). SFAAX (1.11) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. SFAAX (12.00). RLEFX has a lower initial minimum investment than SFAAX: RLEFX (250) vs SFAAX (1000). RLEFX annual gain was more profitable for investors over the last year : 10.46 vs. SFAAX (0.30). RLEFX return over 5 years is better than : 40.77 vs. SFAAX (9.53).
| RLEFX | SFAAX | RLEFX / SFAAX | |
| Total Expense Ratio | 0.39 | 1.07 | 36% |
| Annual Report Gross Expense Ratio | 0.39 | 1.11 | 35% |
| Fund Existence | 10 years | 39 years | - |
| Gain YTD | 9.133 | 5.392 | 169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 1.27B | 20,016% |
| Annual Yield % from dividends | 2.01 | 0.95 | 212% |
| Returns for 1 year | 10.46 | 0.30 | 3,516% |
| Returns for 3 years | 35.42 | 10.15 | 349% |
| Returns for 5 years | 40.77 | 9.53 | 428% |
| Returns for 10 years | N/A | 41.98 | - |