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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$38.78
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Catalyst/SMH Total Return Income A
Price$4.74
Change-$0.03 (-0.63%)
VolumeN/A
Net Assets19.01M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Nov 20, 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 Hold and TRIFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. TRIFX (19M). TRIFX pays higher dividends than RLEFX: TRIFX (6.07) vs RLEFX (1.89). RLEFX was incepted earlier than TRIFX: RLEFX (10 years) vs TRIFX (18 years). TRIFX (3.61) is less costly to investors than RLEFX (0.39). TRIFX is a more actively managed with annual turnover of: 62.00 vs. RLEFX (44.00). 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 : 9.19 vs. TRIFX (2.55). TRIFX return over 5 years is better than : 52.26 vs. RLEFX (39.92).
| RLEFX | TRIFX | RLEFX / TRIFX | |
| Total Expense Ratio | 0.39 | 2.93 | 13% |
| Annual Report Gross Expense Ratio | 0.39 | 3.61 | 11% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 14.230 | 4.140 | 344% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 19M | 1,384,211% |
| Annual Yield % from dividends | 1.89 | 6.07 | 31% |
| Returns for 1 year | 9.19 | 2.55 | 360% |
| Returns for 3 years | 41.75 | 29.85 | 140% |
| Returns for 5 years | 39.92 | 52.26 | 76% |
| Returns for 10 years | 73.11 | 135.63 | 54% |
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