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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$35.30
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Catalyst/SMH Total Return Income I
Price$4.87
Change-$0.06 (-1.22%)
VolumeN/A
Net Assets19.12M
RLEFX vs TRIIX Comparison Chart
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RLEFX vs. TRIIX commentary
Feb 23, 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 Hold and TRIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. TRIIX (19.1M). TRIIX pays higher dividends than RLEFX: TRIIX (5.92) vs RLEFX (2.42). RLEFX was incepted earlier than TRIIX: RLEFX (9 years) vs TRIIX (12 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 annual gain was more profitable for investors over the last year : 13.08 vs. RLEFX (9.42). TRIIX return over 5 years is better than : 45.60 vs. RLEFX (31.16).
| RLEFX | TRIIX | RLEFX / TRIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 12 years | - |
| Gain YTD | 2.915 | 2.592 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 19.1M | 1,267,016% |
| Annual Yield % from dividends | 2.42 | 5.92 | 41% |
| Returns for 1 year | 9.42 | 13.08 | 72% |
| Returns for 3 years | 18.08 | 22.72 | 80% |
| Returns for 5 years | 31.16 | 45.60 | 68% |
| Returns for 10 years | N/A | 78.56 | - |
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