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RLEFX vs SIBAX
RLEFX vs SIBAX Comparison
Open Charts RLEFX vs SIBAX
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
RLEFX vs SIBAX Comparison Chart in %
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RLEFX vs. SIBAX 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 SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. SIBAX (69.7M). RLEFX pays higher dividends than SIBAX: RLEFX (2.01) vs SIBAX (1.42). 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 (33.30). 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 : 12.87 vs. RLEFX (10.46). SIBAX return over 5 years is better than : 46.67 vs. RLEFX (40.77).
| 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 | 9.133 | 6.126 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.7M | 364,419% |
| Annual Yield % from dividends | 2.01 | 1.42 | 142% |
| Returns for 1 year | 10.46 | 12.87 | 81% |
| Returns for 3 years | 35.42 | 42.09 | 84% |
| Returns for 5 years | 40.77 | 46.67 | 87% |
| Returns for 10 years | N/A | 94.84 | - |