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RLEFX vs TBARX
RLEFX vs TBARX Comparison
Open Charts RLEFX vs TBARX
American Funds American Balanced R5E
Price$40.21
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets269.37B
Touchstone Balanced R6
Price$29.92
Change-$1.09 (-3.51%)
VolumeN/A
Net Assets1.01B
RLEFX vs TBARX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TBARX (1.01B). RLEFX pays higher dividends than TBARX: RLEFX (1.86) vs TBARX (1.64). RLEFX was incepted earlier than TBARX: RLEFX (10 years) vs TBARX (4 years). TBARX (6.95) is less costly to investors than RLEFX (0.39). TBARX is a more actively managed with annual turnover of: 82.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than TBARX: RLEFX (250) vs TBARX (50000). RLEFX annual gain was more profitable for investors over the last year : 10.83 vs. TBARX (6.67).
| RLEFX | TBARX | RLEFX / TBARX | |
| Total Expense Ratio | 0.39 | 0.64 | 61% |
| Annual Report Gross Expense Ratio | 0.39 | 6.95 | 6% |
| Fund Existence | 10 years | 4 years | - |
| Gain YTD | 18.443 | 9.723 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 1.01B | 26,634% |
| Annual Yield % from dividends | 1.86 | 1.64 | 113% |
| Returns for 1 year | 10.83 | 6.67 | 162% |
| Returns for 3 years | 44.58 | 42.74 | 104% |
| Returns for 5 years | 41.91 | N/A | - |
| Returns for 10 years | 82.85 | N/A | - |
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