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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$39.07
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Catalyst/SMH Total Return Income I
Price$5.03
Change+$0.01 (+0.20%)
VolumeN/A
Net Assets20.1M
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX commentary
Oct 09, 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 Hold and TRIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. TRIIX (20.1M). TRIIX pays higher dividends than RLEFX: TRIIX (6.38) vs RLEFX (1.92). 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). TRIIX annual gain was more profitable for investors over the last year : 10.89 vs. RLEFX (10.15). TRIIX return over 5 years is better than : 71.27 vs. RLEFX (43.64).
| 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 | 15.085 | 9.656 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 20.1M | 1,323,383% |
| Annual Yield % from dividends | 1.92 | 6.38 | 30% |
| Returns for 1 year | 10.15 | 10.89 | 93% |
| Returns for 3 years | 52.58 | 48.44 | 109% |
| Returns for 5 years | 43.64 | 71.27 | 61% |
| Returns for 10 years | N/A | 145.30 | - |
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