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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.43B
Catalyst/SMH Total Return Income I
Price$4.43
Change-$0.01 (-0.23%)
VolumeN/A
Net Assets17.69M
RLEFX vs TRIIX Comparison Chart
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RLEFX vs. TRIIX commentary
Jun 07, 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: 243B vs. TRIIX (17.7M). TRIIX pays higher dividends than RLEFX: TRIIX (7.92) vs RLEFX (2.09). 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 : 7.16 vs. TRIIX (1.55). TRIIX return over 5 years is better than : 52.82 vs. RLEFX (35.68).
| 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 | 4.659 | -5.023 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 17.7M | 1,372,881% |
| Annual Yield % from dividends | 2.09 | 7.92 | 26% |
| Returns for 1 year | 7.16 | 1.55 | 461% |
| Returns for 3 years | 23.58 | 15.74 | 150% |
| Returns for 5 years | 35.68 | 52.82 | 68% |
| Returns for 10 years | N/A | 73.96 | - |
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