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RLEFX vs TBLRX
RLEFX vs TBLRX Comparison
Open Charts RLEFX vs TBLRX
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
Transamerica Balanced II R
Price$12.34
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets69.84M
RLEFX vs TBLRX Comparison Chart in %
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RLEFX vs. TBLRX commentary
Jul 06, 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 TBLRX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. TBLRX (69.8M). RLEFX pays higher dividends than TBLRX: RLEFX (2.01) vs TBLRX (1.40). RLEFX was incepted earlier than TBLRX: RLEFX (10 years) vs TBLRX (31 years). TBLRX (1.11) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. TBLRX (38.00). TBLRX has a lower initial minimum investment than RLEFX: TBLRX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. TBLRX (-2.62). RLEFX return over 5 years is better than : 42.56 vs. TBLRX (14.68).
| RLEFX | TBLRX | RLEFX / TBLRX | |
| Total Expense Ratio | 0.39 | 1.10 | 35% |
| Annual Report Gross Expense Ratio | 0.39 | 1.11 | 35% |
| Fund Existence | 10 years | 31 years | - |
| Gain YTD | 8.164 | 5.910 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 69.8M | 361,032% |
| Annual Yield % from dividends | 2.01 | 1.40 | 144% |
| Returns for 1 year | 8.07 | -2.62 | -308% |
| Returns for 3 years | 35.76 | 17.18 | 208% |
| Returns for 5 years | 42.56 | 14.68 | 290% |
| Returns for 10 years | N/A | 37.40 | - |
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