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RLEFX vs TBLRX
RLEFX vs TBLRX Comparison
Open Charts RLEFX vs TBLRX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Transamerica Balanced II R
Price$11.96
Change-$0.10 (-0.83%)
VolumeN/A
Net Assets68.43M
RLEFX vs TBLRX Comparison Chart
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RLEFX vs. TBLRX commentary
Jun 15, 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: 247B vs. TBLRX (68.4M). RLEFX pays higher dividends than TBLRX: RLEFX (2.09) vs TBLRX (1.46). 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 : 5.49 vs. TBLRX (-5.11). RLEFX return over 5 years is better than : 39.46 vs. TBLRX (12.97).
| 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 | 4.524 | 2.264 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 68.4M | 361,111% |
| Annual Yield % from dividends | 2.09 | 1.46 | 143% |
| Returns for 1 year | 5.49 | -5.11 | -108% |
| Returns for 3 years | 33.28 | 15.76 | 211% |
| Returns for 5 years | 39.46 | 12.97 | 304% |
| Returns for 10 years | N/A | 31.67 | - |
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