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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX commentary
Sep 13, 2026
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: 285B vs. TRIIX (20.5M). TRIIX pays higher dividends than RLEFX: TRIIX (6.28) vs RLEFX (1.95). RLEFX was incepted earlier than TRIIX: RLEFX (11 years) vs TRIIX (13 years). TRIIX (2.76) is less costly to investors than RLEFX (0.39). TRIIX is a more actively managed with annual turnover of: 62.00 vs. RLEFX (50.00). 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 : 6.87 vs. TRIIX (4.10). RLEFX return over 5 years is better than : 32.60 vs. TRIIX (28.54).
| RLEFX | TRIIX | RLEFX / TRIIX | |
| Total Expense Ratio | 0.39 | 1.95 | 20% |
| Annual Report Gross Expense Ratio | 0.39 | 2.76 | 14% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 8.624 | 5.845 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285B | 20.5M | 1,390,244% |
| Annual Yield % from dividends | 1.95 | 6.28 | 31% |
| Returns for 1 year | 6.87 | 4.10 | 167% |
| Returns for 3 years | 42.25 | 33.96 | 124% |
| Returns for 5 years | 32.60 | 28.54 | 114% |
| Returns for 10 years | 86.64 | 121.13 | 72% |
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