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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$37.72
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Catalyst/SMH Total Return Income I
Price$4.92
Change-$0.02 (-0.40%)
VolumeN/A
Net Assets19.17M
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX commentary
Aug 29, 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: 255B vs. TRIIX (19.2M). TRIIX pays higher dividends than RLEFX: TRIIX (7.29) vs RLEFX (2.00). 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). TRIIX annual gain was more profitable for investors over the last year : 10.71 vs. RLEFX (8.29). TRIIX return over 5 years is better than : 64.55 vs. RLEFX (38.54).
| 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 | 10.748 | 7.426 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 19.2M | 1,328,125% |
| Annual Yield % from dividends | 2.00 | 7.29 | 27% |
| Returns for 1 year | 8.29 | 10.71 | 77% |
| Returns for 3 years | 36.30 | 35.75 | 102% |
| Returns for 5 years | 38.54 | 64.55 | 60% |
| Returns for 10 years | N/A | 136.80 | - |
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