RLEFX
Price
$37.72
Change
+$0.14 (+0.37%)
Updated
Aug 28 closing price
Net Assets
255.46B
TRIFX
Price
$4.94
Change
-$0.02 (-0.40%)
Updated
Aug 28 closing price
Net Assets
19.17M
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RLEFX vs TRIFX

Header iconRLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFXBanner chart's image
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Catalyst/SMH Total Return Income A
Price$4.94
Change-$0.02 (-0.40%)
VolumeN/A
Net Assets19.17M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Aug 30, 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.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 255B vs. TRIFX (19.2M). TRIFX pays higher dividends than RLEFX: TRIFX (7.03) vs RLEFX (2.00). 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 : 10.60 vs. RLEFX (8.29). TRIFX return over 5 years is better than : 62.63 vs. RLEFX (38.54).
RLEFXTRIFXRLEFX / TRIFX
Total Expense Ratio0.392.9313%
Annual Report Gross Expense Ratio0.393.6111%
Fund Existence10 years17 years-
Gain YTD10.7487.224149%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets255B19.2M1,328,125%
Annual Yield % from dividends2.007.0328%
Returns for 1 year8.2910.6078%
Returns for 3 years36.3034.85104%
Returns for 5 years38.5462.6362%
Returns for 10 yearsN/A131.54-
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