RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
THPBX
Price
$24.89
Change
+$0.12 (+0.48%)
Updated
Jul 3 closing price
Net Assets
283.35M
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RLEFX vs THPBX

Header iconRLEFX vs THPBX Comparison
Open Charts RLEFX vs THPBXBanner chart's image
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
BNY Mellon Balanced Opportunity J
Price$24.89
Change+$0.12 (+0.48%)
VolumeN/A
Net Assets283.35M
RLEFX vs THPBX Comparison Chart in %
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RLEFX vs. THPBX commentary
Jul 07, 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 THPBX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. THPBX (283M). RLEFX pays higher dividends than THPBX: RLEFX (2.01) vs THPBX (1.38). RLEFX was incepted earlier than THPBX: RLEFX (10 years) vs THPBX (38 years). THPBX (1.01) is less costly to investors than RLEFX (0.39). THPBX (46.25) and RLEFX (44.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than THPBX: RLEFX (250) vs THPBX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. THPBX (4.55). RLEFX return over 5 years is better than : 42.56 vs. THPBX (16.88).
RLEFXTHPBXRLEFX / THPBX
Total Expense Ratio0.390.9043%
Annual Report Gross Expense Ratio0.391.0139%
Fund Existence10 years38 years-
Gain YTD8.1646.005136%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets252B283M89,046%
Annual Yield % from dividends2.011.38146%
Returns for 1 year8.074.55177%
Returns for 3 years35.7623.07155%
Returns for 5 years42.5616.88252%
Returns for 10 yearsN/A23.55-
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