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RLEFX vs TRAIX
RLEFX vs TRAIX Comparison
Open Charts RLEFX vs TRAIX
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
T. Rowe Price Capital Appreciation I
Price$37.80
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets69.55B
RLEFX vs TRAIX Comparison Chart in %
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RLEFX vs. TRAIX commentary
Jul 27, 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 TRAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. TRAIX (69.6B). TRAIX pays higher dividends than RLEFX: TRAIX (2.15) vs RLEFX (2.01). RLEFX was incepted earlier than TRAIX: RLEFX (10 years) vs TRAIX (10 years). TRAIX (0.61) is less costly to investors than RLEFX (0.39). TRAIX is a more actively managed with annual turnover of: 85.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than TRAIX: RLEFX (250) vs TRAIX (500000). RLEFX annual gain was more profitable for investors over the last year : 10.46 vs. TRAIX (6.09). RLEFX return over 5 years is better than : 40.77 vs. TRAIX (24.83).
| RLEFX | TRAIX | RLEFX / TRAIX | |
| Total Expense Ratio | 0.39 | 0.58 | 67% |
| Annual Report Gross Expense Ratio | 0.39 | 0.61 | 64% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 9.133 | 9.217 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 69.6B | 365% |
| Annual Yield % from dividends | 2.01 | 2.15 | 93% |
| Returns for 1 year | 10.46 | 6.09 | 172% |
| Returns for 3 years | 35.42 | 21.99 | 161% |
| Returns for 5 years | 40.77 | 24.83 | 164% |
| Returns for 10 years | N/A | N/A | - |