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RLEFX vs SIBAX
RLEFX vs SIBAX Comparison
Open Charts RLEFX vs SIBAX
American Funds American Balanced R5E
Price$39.83
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
RLEFX vs SIBAX Comparison Chart in %
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RLEFX vs. SIBAX commentary
Dec 04, 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 SIBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. SIBAX (74.9M). RLEFX pays higher dividends than SIBAX: RLEFX (1.86) vs SIBAX (1.37). RLEFX was incepted earlier than SIBAX: RLEFX (10 years) vs SIBAX (32 years). SIBAX (1.11) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. SIBAX (35.11). RLEFX has a lower initial minimum investment than SIBAX: RLEFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 11.51 vs. RLEFX (9.49). SIBAX return over 5 years is better than : 42.56 vs. RLEFX (40.25).
| RLEFX | SIBAX | RLEFX / SIBAX | |
| Total Expense Ratio | 0.39 | 0.91 | 43% |
| Annual Report Gross Expense Ratio | 0.39 | 1.11 | 35% |
| Fund Existence | 10 years | 32 years | - |
| Gain YTD | 16.793 | 13.625 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 74.9M | 359,146% |
| Annual Yield % from dividends | 1.86 | 1.37 | 136% |
| Returns for 1 year | 9.49 | 11.51 | 82% |
| Returns for 3 years | 40.99 | 50.65 | 81% |
| Returns for 5 years | 40.25 | 42.56 | 95% |
| Returns for 10 years | 76.50 | 107.35 | 71% |
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