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RLEFX vs SIBLX
RLEFX vs SIBLX Comparison
Open Charts RLEFX vs SIBLX
American Funds American Balanced R5E
Price$39.72
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
Touchstone Balanced Y
Price$30.88
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets1.01B
RLEFX vs SIBLX Comparison Chart in %
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RLEFX vs. SIBLX 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 SIBLX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 271B vs. SIBLX (1.01B). RLEFX pays higher dividends than SIBLX: RLEFX (1.86) vs SIBLX (1.51). RLEFX was incepted earlier than SIBLX: RLEFX (10 years) vs SIBLX (18 years). SIBLX (0.79) is less costly to investors than RLEFX (0.39). SIBLX is a more actively managed with annual turnover of: 82.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than SIBLX: RLEFX (250) vs SIBLX (2500). SIBLX (9.75) and RLEFX (9.49) have marching annual gain over last year. RLEFX return over 5 years is better than : 40.25 vs. SIBLX (32.98).
| RLEFX | SIBLX | RLEFX / SIBLX | |
| Total Expense Ratio | 0.39 | 0.79 | 49% |
| Annual Report Gross Expense Ratio | 0.39 | 0.79 | 49% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 16.793 | 12.650 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 271B | 1.01B | 26,965% |
| Annual Yield % from dividends | 1.86 | 1.51 | 122% |
| Returns for 1 year | 9.49 | 9.75 | 97% |
| Returns for 3 years | 40.99 | 44.03 | 93% |
| Returns for 5 years | 40.25 | 32.98 | 122% |
| Returns for 10 years | 76.50 | 78.50 | 97% |
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