RLEFX
Price
$37.03
Change
+$0.09 (+0.24%)
Updated
Aug 6 closing price
Net Assets
252.49B
TRIFX
Price
$4.73
Change
-$0.01 (-0.21%)
Updated
Aug 6 closing price
Net Assets
18.72M
Interact to see
Advertisement

RLEFX vs TRIFX

Header iconRLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFXBanner chart's image
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
Catalyst/SMH Total Return Income A
Price$4.73
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.72M
RLEFX vs TRIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
RLEFX vs. TRIFX commentary
Aug 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 TRIFX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. TRIFX (18.7M). TRIFX pays higher dividends than RLEFX: TRIFX (7.03) vs RLEFX (2.00). RLEFX was incepted earlier than TRIFX: RLEFX (10 years) vs TRIFX (17 years). TRIFX (3.61) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 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 : 11.02 vs. TRIFX (7.93). TRIFX return over 5 years is better than : 55.95 vs. RLEFX (37.78).
RLEFXTRIFXRLEFX / TRIFX
Total Expense Ratio0.392.9313%
Annual Report Gross Expense Ratio0.393.6111%
Fund Existence10 years17 years-
Gain YTD8.7222.042427%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets252B18.7M1,347,594%
Annual Yield % from dividends2.007.0328%
Returns for 1 year11.027.93139%
Returns for 3 years31.8727.19117%
Returns for 5 years37.7855.9568%
Returns for 10 yearsN/A111.57-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
EWCZ4.280.10
+2.39%
European Wax Center
EG328.490.57
+0.17%
Everest Group Ltd
SKYX1.05-0.03
-2.78%
SKYX Platforms Corp
IART12.37-0.36
-2.83%
Integra LifeSciences Holdings Corp
ELWS4.02-5.82
-59.15%
Earlyworks Co Ltd.