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RLEFX vs WWWEX
RLEFX vs WWWEX Comparison
Open Charts RLEFX vs WWWEX
American Funds American Balanced R5E
Price$37.78
Change+$0.24 (+0.64%)
VolumeN/A
Net Assets259.11B
Kinetics Global No Load
Price$17.21
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets66.22M
RLEFX vs WWWEX Comparison Chart in %
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RLEFX vs. WWWEX commentary
Sep 08, 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 WWWEX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 259B vs. WWWEX (66.2M). RLEFX pays higher dividends than WWWEX: RLEFX (1.97) vs WWWEX (0.91). RLEFX was incepted earlier than WWWEX: RLEFX (10 years) vs WWWEX (26 years). WWWEX (2.04) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. WWWEX (34.00). RLEFX has a lower initial minimum investment than WWWEX: RLEFX (250) vs WWWEX (2500). WWWEX annual gain was more profitable for investors over the last year : 39.24 vs. RLEFX (10.18). WWWEX return over 5 years is better than : 178.39 vs. RLEFX (40.88).
| RLEFX | WWWEX | RLEFX / WWWEX | |
| Total Expense Ratio | 0.39 | 1.39 | 28% |
| Annual Report Gross Expense Ratio | 0.39 | 2.04 | 19% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 11.511 | 7.495 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 66.2M | 391,239% |
| Annual Yield % from dividends | 1.97 | 0.91 | 217% |
| Returns for 1 year | 10.18 | 39.24 | 26% |
| Returns for 3 years | 40.55 | 111.88 | 36% |
| Returns for 5 years | 40.88 | 178.39 | 23% |
| Returns for 10 years | N/A | 274.08 | - |
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