Interact to see
Advertisement
Advertisement
RLEFX vs TRAIX
RLEFX vs TRAIX Comparison
Open Charts RLEFX vs TRAIX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 8.164 | 6.877 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 68.1B | 370% |
| Annual Yield % from dividends | 2.01 | 2.15 | 93% |
| Returns for 1 year | 8.07 | 3.82 | 211% |
| Returns for 3 years | 35.76 | 23.00 | 156% |
| Returns for 5 years | 42.56 | 26.55 | 160% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers