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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$36.48
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets250.05B
Catalyst/SMH Total Return Income I
Price$4.55
Change-$0.03 (-0.66%)
VolumeN/A
Net Assets17.91M
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX commentary
Jul 01, 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: 250B vs. TRIIX (17.9M). 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 : 7.82 vs. TRIIX (4.29). TRIIX return over 5 years is better than : 66.39 vs. RLEFX (44.26).
| 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 | 7.107 | -2.132 | -333% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 17.9M | 1,396,648% |
| Annual Yield % from dividends | 2.09 | 7.92 | 26% |
| Returns for 1 year | 7.82 | 4.29 | 182% |
| Returns for 3 years | 34.76 | 27.55 | 126% |
| Returns for 5 years | 44.26 | 66.39 | 67% |
| Returns for 10 years | N/A | 88.19 | - |
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