RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
TRAIX
Price
$36.99
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
68.1B
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RLEFX vs TRAIX

Header iconRLEFX vs TRAIX Comparison
Open Charts RLEFX vs TRAIXBanner chart's image
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
T. Rowe Price Capital Appreciation I
Price$36.99
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets68.1B
RLEFX vs TRAIX Comparison Chart in %
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RLEFX vs. TRAIX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. TRAIX (68.1B). 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 : 8.07 vs. TRAIX (3.82). RLEFX return over 5 years is better than : 42.56 vs. TRAIX (26.55).
RLEFXTRAIXRLEFX / TRAIX
Total Expense Ratio0.390.5867%
Annual Report Gross Expense Ratio0.390.6164%
Fund Existence10 years10 years-
Gain YTD8.1646.877119%
Front LoadN/AN/A-
Min. Initial Investment2505000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B68.1B370%
Annual Yield % from dividends2.012.1593%
Returns for 1 year8.073.82211%
Returns for 3 years35.7623.00156%
Returns for 5 years42.5626.55160%
Returns for 10 yearsN/AN/A-
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