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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$38.90
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Catalyst/SMH Total Return Income A
Price$5.04
Change-$0.05 (-0.98%)
VolumeN/A
Net Assets20.32M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Oct 08, 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: 266B vs. TRIFX (20.3M). TRIFX pays higher dividends than RLEFX: TRIFX (6.12) vs RLEFX (1.92). 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). TRIFX annual gain was more profitable for investors over the last year : 11.44 vs. RLEFX (10.19). TRIFX return over 5 years is better than : 70.07 vs. RLEFX (43.60).
| 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 | 14.584 | 10.503 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 20.3M | 1,310,345% |
| Annual Yield % from dividends | 1.92 | 6.12 | 31% |
| Returns for 1 year | 10.19 | 11.44 | 89% |
| Returns for 3 years | 51.92 | 48.92 | 106% |
| Returns for 5 years | 43.60 | 70.07 | 62% |
| Returns for 10 years | N/A | 141.59 | - |
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