Interact to see
Advertisement
Advertisement
RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$37.64
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets269.37B
Catalyst/SMH Total Return Income A
Price$4.84
Change+$0.01 (+0.21%)
VolumeN/A
Net Assets19.52M
RLEFX vs TRIFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLEFX vs. TRIFX commentary
Dec 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 StrongBuy and TRIFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TRIFX (19.5M). TRIFX pays higher dividends than RLEFX: TRIFX (6.12) vs RLEFX (1.86). 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 : 9.28 vs. TRIFX (5.93). TRIFX return over 5 years is better than : 47.16 vs. RLEFX (35.80).
| 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 | 10.872 | 5.668 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.5M | 1,379,487% |
| Annual Yield % from dividends | 1.86 | 6.12 | 30% |
| Returns for 1 year | 9.28 | 5.93 | 157% |
| Returns for 3 years | 38.81 | 33.15 | 117% |
| Returns for 5 years | 35.80 | 47.16 | 76% |
| Returns for 10 years | 75.29 | 153.56 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement