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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$33.80
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Catalyst/SMH Total Return Income I
Price$4.41
Change+$0.02 (+0.46%)
VolumeN/A
Net Assets17.9M
RLEFX vs TRIIX Comparison Chart
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RLEFX vs. TRIIX commentary
Apr 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 231B vs. TRIIX (17.9M). 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). RLEFX annual gain was more profitable for investors over the last year : 5.08 vs. TRIIX (2.12). TRIIX return over 5 years is better than : 75.60 vs. RLEFX (37.39).
| 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 | -1.105 | -6.513 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 17.9M | 1,290,503% |
| Annual Yield % from dividends | 2.16 | 7.74 | 28% |
| Returns for 1 year | 5.08 | 2.12 | 239% |
| Returns for 3 years | 17.00 | 15.00 | 113% |
| Returns for 5 years | 37.39 | 75.60 | 49% |
| Returns for 10 years | N/A | 64.20 | - |
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