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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$34.33
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
Catalyst/SMH Total Return Income I
Price$4.60
Change+$0.02 (+0.44%)
VolumeN/A
Net Assets18.63M
RLEFX vs TRIIX Comparison Chart
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RLEFX vs. TRIIX commentary
Apr 03, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. TRIIX (18.6M). TRIIX pays higher dividends than RLEFX: TRIIX (7.74) vs RLEFX (2.16). RLEFX was incepted earlier than TRIIX: RLEFX (9 years) vs TRIIX (12 years). TRIIX (3.36) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 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 : 4.71 vs. RLEFX (4.47). TRIIX return over 5 years is better than : 98.10 vs. RLEFX (51.23).
| RLEFX | TRIIX | RLEFX / TRIIX | |
| Total Expense Ratio | 0.40 | 2.68 | 15% |
| Annual Report Gross Expense Ratio | 0.40 | 3.36 | 12% |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 0.446 | -2.909 | -15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 18.6M | 1,258,065% |
| Annual Yield % from dividends | 2.16 | 7.74 | 28% |
| Returns for 1 year | 4.47 | 4.71 | 95% |
| Returns for 3 years | 12.95 | 13.99 | 93% |
| Returns for 5 years | 51.23 | 98.10 | 52% |
| Returns for 10 years | N/A | 72.90 | - |
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