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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income A
Price$4.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RLEFX vs TRIFX Comparison Chart
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RLEFX vs. TRIFX commentary
Sep 21, 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: 236B vs. TRIFX (18.5M). TRIFX pays higher dividends than RLEFX: TRIFX (5.66) vs RLEFX (2.42). RLEFX was incepted earlier than TRIFX: RLEFX (9 years) vs TRIFX (16 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). RLEFX annual gain was more profitable for investors over the last year : 21.19 vs. TRIFX (17.23). TRIFX return over 5 years is better than : 47.80 vs. RLEFX (38.64).
| RLEFX | TRIFX | RLEFX / TRIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 12.883 | 9.373 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 18.5M | 1,275,676% |
| Annual Yield % from dividends | 2.42 | 5.66 | 43% |
| Returns for 1 year | 21.19 | 17.23 | 123% |
| Returns for 3 years | 12.81 | 11.74 | 109% |
| Returns for 5 years | 38.64 | 47.80 | 81% |
| Returns for 10 years | N/A | 55.08 | - |
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