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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Catalyst/SMH Total Return Income A
Price$4.84
Change-$0.08 (-1.63%)
VolumeN/A
Net Assets19.6M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Nov 14, 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 TRIFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TRIFX (19.6M). TRIFX pays higher dividends than RLEFX: TRIFX (6.07) vs RLEFX (1.89). RLEFX was incepted earlier than TRIFX: RLEFX (10 years) vs TRIFX (17 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 : 8.96 vs. TRIFX (4.91). TRIFX return over 5 years is better than : 59.48 vs. RLEFX (40.71).
| 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 | 17 years | - |
| Gain YTD | 14.996 | 5.668 | 265% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.6M | 1,372,449% |
| Annual Yield % from dividends | 1.89 | 6.07 | 31% |
| Returns for 1 year | 8.96 | 4.91 | 183% |
| Returns for 3 years | 43.39 | 32.66 | 133% |
| Returns for 5 years | 40.71 | 59.48 | 68% |
| Returns for 10 years | N/A | 135.28 | - |
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