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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income A
Price$4.79
Change-$0.08 (-1.64%)
VolumeN/A
CapitalizationN/A
RLEFX vs TRIFX Comparison Chart
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RLEFX vs. TRIFX commentary
Dec 19, 2024
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 StrongBuy and TRIFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. TRIFX (18.8M). 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 : 10.47 vs. RLEFX (9.91). TRIFX return over 5 years is better than : 42.41 vs. RLEFX (30.64).
| 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 | 9.426 | 9.447 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 18.8M | 1,281,915% |
| Annual Yield % from dividends | 2.42 | 5.66 | 43% |
| Returns for 1 year | 9.91 | 10.47 | 95% |
| Returns for 3 years | 9.89 | 13.12 | 75% |
| Returns for 5 years | 30.64 | 42.41 | 72% |
| Returns for 10 years | N/A | 73.38 | - |
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