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RLEFX vs TRIFX
RLEFX vs TRIFX Comparison
Open Charts RLEFX vs TRIFX
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Catalyst/SMH Total Return Income A
Price$4.92
Change-$0.03 (-0.61%)
VolumeN/A
Net Assets19.65M
RLEFX vs TRIFX Comparison Chart in %
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RLEFX vs. TRIFX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 265B vs. TRIFX (19.7M). TRIFX pays higher dividends than RLEFX: TRIFX (6.12) vs RLEFX (1.92). 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 : 8.94 vs. TRIFX (6.19). TRIFX return over 5 years is better than : 66.06 vs. RLEFX (43.26).
| 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 | 14.819 | 6.813 | 218% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 19.7M | 1,345,178% |
| Annual Yield % from dividends | 1.92 | 6.12 | 31% |
| Returns for 1 year | 8.94 | 6.19 | 144% |
| Returns for 3 years | 51.39 | 42.56 | 121% |
| Returns for 5 years | 43.26 | 66.06 | 65% |
| Returns for 10 years | N/A | 135.96 | - |