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RLEFX vs THPBX
RLEFX vs THPBX Comparison
Open Charts RLEFX vs THPBX
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.
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).
| 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 | 8.164 | 6.005 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 283M | 89,046% |
| Annual Yield % from dividends | 2.01 | 1.38 | 146% |
| Returns for 1 year | 8.07 | 4.55 | 177% |
| Returns for 3 years | 35.76 | 23.07 | 155% |
| Returns for 5 years | 42.56 | 16.88 | 252% |
| Returns for 10 years | N/A | 23.55 | - |
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