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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Catalyst/SMH Total Return Income A
Price$4.88
Change-$0.13 (-2.59%)
VolumeN/A
Net Assets21.52M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Feb 05, 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 Hold and TRIFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. TRIFX (21.5M). TRIFX pays higher dividends than RLEFX: TRIFX (5.07) vs RLEFX (2.06). RLEFX was incepted earlier than TRIFX: RLEFX (10 years) vs TRIFX (18 years). TRIFX (3.01) is less costly to investors than RLEFX (0.39). TRIFX is a more actively managed with annual turnover of: 62.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than TRIFX: RLEFX (250) vs TRIFX (2500). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. TRIFX (5.53). TRIFX (36.97) and RLEFX (36.72) have equivalent 5 years return.
| RLEFX | TRIFX | RLEFX / TRIFX | |
| Total Expense Ratio | 0.39 | 2.20 | 18% |
| Annual Report Gross Expense Ratio | 0.39 | 3.01 | 13% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 2.483 | 1.748 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 21.5M | 1,255,814% |
| Annual Yield % from dividends | 2.06 | 5.07 | 41% |
| Returns for 1 year | 11.56 | 5.53 | 209% |
| Returns for 3 years | 37.57 | 27.90 | 135% |
| Returns for 5 years | 36.72 | 36.97 | 99% |
| Returns for 10 years | 90.60 | 173.91 | 52% |
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