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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$36.16
Change+$0.37 (+1.03%)
VolumeN/A
Net Assets248.02B
Catalyst/SMH Total Return Income A
Price$4.56
Change+$0.03 (+0.66%)
VolumeN/A
Net Assets17.79M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Jun 26, 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: 248B vs. TRIFX (17.8M). TRIFX pays higher dividends than RLEFX: TRIFX (7.60) vs RLEFX (2.09). 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). RLEFX annual gain was more profitable for investors over the last year : 6.78 vs. TRIFX (2.66). TRIFX return over 5 years is better than : 60.40 vs. RLEFX (41.29).
| 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 | 6.168 | -3.610 | -171% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 248B | 17.8M | 1,393,258% |
| Annual Yield % from dividends | 2.09 | 7.60 | 27% |
| Returns for 1 year | 6.78 | 2.66 | 254% |
| Returns for 3 years | 32.47 | 24.96 | 130% |
| Returns for 5 years | 41.29 | 60.40 | 68% |
| Returns for 10 years | N/A | 77.23 | - |
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