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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
Catalyst/SMH Total Return Income A
Price$4.74
Change+$0.04 (+0.85%)
VolumeN/A
Net Assets18.5M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Jul 17, 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: 251B vs. TRIFX (18.5M). TRIFX pays higher dividends than RLEFX: TRIFX (7.22) vs RLEFX (2.01). 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 : 5.86 vs. TRIFX (3.88). TRIFX return over 5 years is better than : 63.59 vs. RLEFX (39.78).
| 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 | 17 years | - |
| Gain YTD | 7.988 | 0.539 | 1,481% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 18.5M | 1,356,757% |
| Annual Yield % from dividends | 2.01 | 7.22 | 28% |
| Returns for 1 year | 5.86 | 3.88 | 151% |
| Returns for 3 years | 35.92 | 33.04 | 109% |
| Returns for 5 years | 39.78 | 63.59 | 63% |
| Returns for 10 years | N/A | 94.40 | - |