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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$33.33
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets227.57B
Catalyst/SMH Total Return Income A
Price$4.28
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets17.39M
RLEFX vs TRIFX Comparison Chart
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RLEFX vs. TRIFX commentary
Apr 16, 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 TRIFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 228B vs. TRIFX (17.4M). TRIFX pays higher dividends than RLEFX: TRIFX (7.46) vs RLEFX (2.16). RLEFX was incepted earlier than TRIFX: RLEFX (9 years) vs TRIFX (17 years). TRIFX (3.61) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TRIFX (35.00). RLEFX has a lower initial minimum investment than TRIFX: RLEFX (250) vs TRIFX (2500). RLEFX annual gain was more profitable for investors over the last year : 3.80 vs. TRIFX (-1.38). TRIFX return over 5 years is better than : 69.67 vs. RLEFX (36.30).
| RLEFX | TRIFX | RLEFX / TRIFX | |
| Total Expense Ratio | 0.40 | 2.93 | 14% |
| Annual Report Gross Expense Ratio | 0.40 | 3.61 | 11% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -2.480 | -9.706 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 17.4M | 1,310,345% |
| Annual Yield % from dividends | 2.16 | 7.46 | 29% |
| Returns for 1 year | 3.80 | -1.38 | -275% |
| Returns for 3 years | 11.82 | 7.66 | 154% |
| Returns for 5 years | 36.30 | 69.67 | 52% |
| Returns for 10 years | N/A | 55.80 | - |
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