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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Catalyst/SMH Total Return Income A
Price$4.89
Change-$0.05 (-1.01%)
VolumeN/A
Net Assets19.12M
RLEFX vs TRIFX Comparison Chart
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RLEFX vs. TRIFX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. TRIFX (19.1M). TRIFX pays higher dividends than RLEFX: TRIFX (5.66) vs RLEFX (2.42). RLEFX was incepted earlier than TRIFX: RLEFX (9 years) vs TRIFX (17 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TRIFX (15.00). RLEFX has a lower initial minimum investment than TRIFX: RLEFX (250) vs TRIFX (2500). TRIFX annual gain was more profitable for investors over the last year : 12.73 vs. RLEFX (9.42). TRIFX return over 5 years is better than : 44.25 vs. RLEFX (31.16).
| RLEFX | TRIFX | RLEFX / TRIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | 2.915 | 2.558 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 19.1M | 1,267,016% |
| Annual Yield % from dividends | 2.42 | 5.66 | 43% |
| Returns for 1 year | 9.42 | 12.73 | 74% |
| Returns for 3 years | 18.08 | 21.96 | 82% |
| Returns for 5 years | 31.16 | 44.25 | 70% |
| Returns for 10 years | N/A | 74.26 | - |
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