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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$39.83
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Catalyst/SMH Total Return Income A
Price$4.89
Change+$0.06 (+1.24%)
VolumeN/A
Net Assets19.65M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Dec 05, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TRIFX (19.7M). 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 (3.61) 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 : 9.99 vs. TRIFX (4.64). TRIFX return over 5 years is better than : 48.68 vs. RLEFX (40.02).
| RLEFX | TRIFX | RLEFX / TRIFX | |
| Total Expense Ratio | 0.39 | 2.93 | 13% |
| Annual Report Gross Expense Ratio | 0.39 | 3.61 | 11% |
| Fund Existence | 10 years | 18 years | - |
| Gain YTD | 17.323 | 6.760 | 256% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.7M | 1,365,482% |
| Annual Yield % from dividends | 1.86 | 6.12 | 30% |
| Returns for 1 year | 9.99 | 4.64 | 215% |
| Returns for 3 years | 41.63 | 31.21 | 133% |
| Returns for 5 years | 40.02 | 48.68 | 82% |
| Returns for 10 years | 77.30 | 142.22 | 54% |
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