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RLEFX vs SFAAX
RLEFX vs SFAAX Comparison
Open Charts RLEFX vs SFAAX
American Funds American Balanced R5E
Price$37.64
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Allspring Index Asset Allocation A
Price$38.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.25B
RLEFX vs SFAAX Comparison Chart in %
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RLEFX vs. SFAAX commentary
Dec 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 StrongBuy and SFAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. SFAAX (1.25B). RLEFX pays higher dividends than SFAAX: RLEFX (1.86) vs SFAAX (0.90). 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 (19.00). 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 : 9.28 vs. SFAAX (-1.26). RLEFX return over 5 years is better than : 35.80 vs. SFAAX (-0.84).
| 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 | 10.872 | 0.533 | 2,040% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.25B | 21,520% |
| Annual Yield % from dividends | 1.86 | 0.90 | 206% |
| Returns for 1 year | 9.28 | -1.26 | -736% |
| Returns for 3 years | 38.81 | 13.33 | 291% |
| Returns for 5 years | 35.80 | -0.84 | -4,282% |
| Returns for 10 years | 75.29 | 42.91 | 175% |
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