Interact to see
Advertisement
Advertisement
RLEFX vs THPBX
RLEFX vs THPBX Comparison
Open Charts RLEFX vs THPBX
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
BNY Mellon Balanced Opportunity J
Price$25.20
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets285.64M
RLEFX vs THPBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. THPBX commentary
Jul 27, 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: 254B vs. THPBX (286M). 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 : 10.46 vs. THPBX (7.42). RLEFX return over 5 years is better than : 40.77 vs. THPBX (15.55).
| 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 | 9.133 | 7.325 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 286M | 88,811% |
| Annual Yield % from dividends | 2.01 | 1.38 | 146% |
| Returns for 1 year | 10.46 | 7.42 | 141% |
| Returns for 3 years | 35.42 | 22.40 | 158% |
| Returns for 5 years | 40.77 | 15.55 | 262% |
| Returns for 10 years | N/A | 24.73 | - |