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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$34.22
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income I
Price$4.77
Change-$0.09 (-1.85%)
VolumeN/A
CapitalizationN/A
RLEFX vs TRIIX Comparison Chart
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RLEFX vs. TRIIX commentary
Dec 19, 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 TRIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 241B vs. TRIIX (18.8M). TRIIX pays higher dividends than RLEFX: TRIIX (5.92) vs RLEFX (2.42). RLEFX was incepted earlier than TRIIX: RLEFX (9 years) vs TRIIX (11 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TRIIX (15.00). RLEFX has a lower initial minimum investment than TRIIX: RLEFX (250) vs TRIIX (2500). TRIIX (13.13) and RLEFX (12.69) have marching annual gain over last year. TRIIX return over 5 years is better than : 46.75 vs. RLEFX (33.70).
| RLEFX | TRIIX | RLEFX / TRIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 11 years | - |
| Gain YTD | 11.668 | 11.565 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 18.8M | 1,281,915% |
| Annual Yield % from dividends | 2.42 | 5.92 | 41% |
| Returns for 1 year | 12.69 | 13.13 | 97% |
| Returns for 3 years | 12.14 | 15.94 | 76% |
| Returns for 5 years | 33.70 | 46.75 | 72% |
| Returns for 10 years | N/A | 80.65 | - |
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