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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$34.97
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Catalyst/SMH Total Return Income A
Price$4.86
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.68M
RLEFX vs TRIFX Comparison Chart
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RLEFX vs. TRIFX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. TRIFX (18.7M). 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 : 13.46 vs. RLEFX (12.49). TRIFX return over 5 years is better than : 45.15 vs. RLEFX (30.88).
| 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 | 1.953 | 1.461 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 18.7M | 1,283,422% |
| Annual Yield % from dividends | 2.42 | 5.66 | 43% |
| Returns for 1 year | 12.49 | 13.46 | 93% |
| Returns for 3 years | 12.81 | 14.90 | 86% |
| Returns for 5 years | 30.88 | 45.15 | 68% |
| Returns for 10 years | N/A | 81.39 | - |
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