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RLEFX vs THPBX
RLEFX vs THPBX Comparison
Open Charts RLEFX vs THPBX
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
BNY Mellon Balanced Opportunity J
Price$25.32
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets286.99M
RLEFX vs THPBX Comparison Chart in %
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RLEFX vs. THPBX commentary
Aug 17, 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: 256B vs. THPBX (287M). RLEFX pays higher dividends than THPBX: RLEFX (2.00) vs THPBX (1.37). 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 : 8.15 vs. THPBX (5.70). RLEFX return over 5 years is better than : 39.18 vs. THPBX (12.50).
| 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 | 9.867 | 7.836 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 287M | 89,199% |
| Annual Yield % from dividends | 2.00 | 1.37 | 146% |
| Returns for 1 year | 8.15 | 5.70 | 143% |
| Returns for 3 years | 30.19 | 15.53 | 194% |
| Returns for 5 years | 39.18 | 12.50 | 313% |
| Returns for 10 years | N/A | 24.28 | - |
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