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RLEFX vs THPBX
RLEFX vs THPBX Comparison
Open Charts RLEFX vs THPBX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
BNY Mellon Balanced Opportunity J
Price$24.00
Change-$0.21 (-0.87%)
VolumeN/A
Net Assets275.46M
RLEFX vs THPBX Comparison Chart
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RLEFX vs. THPBX 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 THPBX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. THPBX (275M). RLEFX pays higher dividends than THPBX: RLEFX (2.09) vs THPBX (1.43). 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 : 5.49 vs. THPBX (1.41). RLEFX return over 5 years is better than : 39.46 vs. THPBX (14.47).
| RLEFX | THPBX | RLEFX / THPBX | |
| Total Expense Ratio | 0.39 | 0.90 | 43% |
| Annual Report Gross Expense Ratio | 0.39 | 1.01 | 39% |
| Fund Existence | 10 years | 38 years | - |
| Gain YTD | 4.524 | 2.215 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 275M | 88,727% |
| Annual Yield % from dividends | 2.09 | 1.43 | 146% |
| Returns for 1 year | 5.49 | 1.41 | 390% |
| Returns for 3 years | 33.28 | 21.09 | 158% |
| Returns for 5 years | 39.46 | 14.47 | 273% |
| Returns for 10 years | N/A | 17.53 | - |
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