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RLEFX vs SFAAX
RLEFX vs SFAAX Comparison
Open Charts RLEFX vs SFAAX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Allspring Index Asset Allocation A
Price$39.97
Change+$0.17 (+0.43%)
VolumeN/A
Net Assets1.26B
RLEFX vs SFAAX Comparison Chart in %
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RLEFX vs. SFAAX commentary
Jul 07, 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: 252B vs. SFAAX (1.26B). 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 : 8.07 vs. SFAAX (-2.21). RLEFX return over 5 years is better than : 42.56 vs. SFAAX (10.55).
| 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 | 8.164 | 4.219 | 194% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 1.26B | 19,968% |
| Annual Yield % from dividends | 2.01 | 0.95 | 212% |
| Returns for 1 year | 8.07 | -2.21 | -365% |
| Returns for 3 years | 35.76 | 10.48 | 341% |
| Returns for 5 years | 42.56 | 10.55 | 403% |
| Returns for 10 years | N/A | 41.63 | - |
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