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RLEFX vs TRAIX
RLEFX vs TRAIX Comparison
Open Charts RLEFX vs TRAIX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
T. Rowe Price Capital Appreciation I
Price$36.06
Change-$0.28 (-0.77%)
VolumeN/A
Net Assets66.37B
RLEFX vs TRAIX Comparison Chart
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RLEFX vs. TRAIX commentary
Jun 16, 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: 244B vs. TRAIX (66.4B). TRAIX pays higher dividends than RLEFX: TRAIX (2.22) vs RLEFX (2.09). 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 : 5.49 vs. TRAIX (2.05). RLEFX return over 5 years is better than : 39.46 vs. TRAIX (25.07).
| 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 | 4.524 | 4.190 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 66.4B | 367% |
| Annual Yield % from dividends | 2.09 | 2.22 | 94% |
| Returns for 1 year | 5.49 | 2.05 | 268% |
| Returns for 3 years | 33.28 | 22.31 | 149% |
| Returns for 5 years | 39.46 | 25.07 | 157% |
| Returns for 10 years | N/A | N/A | - |
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