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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$34.83
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets237.45B
Catalyst/SMH Total Return Income A
Price$4.35
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets17.33M
RLEFX vs TRIFX Comparison Chart
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RLEFX vs. TRIFX commentary
May 25, 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: 237B vs. TRIFX (17.3M). TRIFX pays higher dividends than RLEFX: TRIFX (7.76) vs RLEFX (2.17). 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 : 5.45 vs. TRIFX (-0.67). TRIFX return over 5 years is better than : 61.14 vs. RLEFX (38.97).
| 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 | 1.909 | -7.806 | -24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 17.3M | 1,369,942% |
| Annual Yield % from dividends | 2.17 | 7.76 | 28% |
| Returns for 1 year | 5.45 | -0.67 | -818% |
| Returns for 3 years | 22.78 | 17.75 | 128% |
| Returns for 5 years | 38.97 | 61.14 | 64% |
| Returns for 10 years | N/A | 61.32 | - |
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