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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$37.03
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
Catalyst/SMH Total Return Income I
Price$4.72
Change-$0.01 (-0.21%)
VolumeN/A
Net Assets18.72M
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX commentary
Aug 08, 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 TRIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. TRIIX (18.7M). TRIIX pays higher dividends than RLEFX: TRIIX (7.29) vs RLEFX (2.00). RLEFX was incepted earlier than TRIIX: RLEFX (10 years) vs TRIIX (12 years). TRIIX (3.36) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. TRIIX (35.00). RLEFX has a lower initial minimum investment than TRIIX: RLEFX (250) vs TRIIX (2500). RLEFX annual gain was more profitable for investors over the last year : 11.02 vs. TRIIX (8.23). TRIIX return over 5 years is better than : 58.10 vs. RLEFX (37.78).
| RLEFX | TRIIX | RLEFX / TRIIX | |
| Total Expense Ratio | 0.39 | 2.68 | 15% |
| Annual Report Gross Expense Ratio | 0.39 | 3.36 | 12% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 8.722 | 2.410 | 362% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 18.7M | 1,347,594% |
| Annual Yield % from dividends | 2.00 | 7.29 | 27% |
| Returns for 1 year | 11.02 | 8.23 | 134% |
| Returns for 3 years | 31.87 | 28.54 | 112% |
| Returns for 5 years | 37.78 | 58.10 | 65% |
| Returns for 10 years | N/A | 117.31 | - |
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