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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$34.80
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income I
Price$4.75
Change-$0.03 (-0.63%)
VolumeN/A
CapitalizationN/A
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RLEFX vs TRIIX Comparison Chart
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RLEFX vs. TRIIX commentary
Sep 08, 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 Buy and TRIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 228B vs. TRIIX (18M). 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). RLEFX annual gain was more profitable for investors over the last year : 19.03 vs. TRIIX (15.43). TRIIX return over 5 years is better than : 49.83 vs. RLEFX (36.32).
| 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 | 11.009 | 7.339 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 18M | 1,266,667% |
| Annual Yield % from dividends | 2.42 | 5.92 | 41% |
| Returns for 1 year | 19.03 | 15.43 | 123% |
| Returns for 3 years | 9.43 | 8.85 | 107% |
| Returns for 5 years | 36.32 | 49.83 | 73% |
| Returns for 10 years | N/A | 51.75 | - |
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