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RLEFX vs THPBX
RLEFX vs THPBX Comparison
Open Charts RLEFX vs THPBX
American Funds American Balanced R5E
Price$38.13
Change+$0.35 (+0.93%)
VolumeN/A
Net Assets259.11B
BNY Mellon Balanced Opportunity J
Price$25.58
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets287.8M
RLEFX vs THPBX Comparison Chart in %
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RLEFX vs. THPBX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 259B vs. THPBX (288M). RLEFX pays higher dividends than THPBX: RLEFX (1.97) vs THPBX (1.34). RLEFX was incepted earlier than THPBX: RLEFX (10 years) vs THPBX (39 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 : 10.18 vs. THPBX (6.54). RLEFX return over 5 years is better than : 40.88 vs. THPBX (12.57).
| 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 | 39 years | - |
| Gain YTD | 11.511 | 8.646 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 288M | 89,931% |
| Annual Yield % from dividends | 1.97 | 1.34 | 146% |
| Returns for 1 year | 10.18 | 6.54 | 156% |
| Returns for 3 years | 40.55 | 25.16 | 161% |
| Returns for 5 years | 40.88 | 12.57 | 325% |
| Returns for 10 years | N/A | 30.42 | - |
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