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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Catalyst/SMH Total Return Income I
Price$4.90
Change-$0.03 (-0.61%)
VolumeN/A
Net Assets19.65M
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX 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 TRIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 266B vs. TRIIX (19.7M). TRIIX pays higher dividends than RLEFX: TRIIX (6.38) vs RLEFX (1.92). RLEFX was incepted earlier than TRIIX: RLEFX (10 years) vs TRIIX (12 years). TRIIX (3.36) is less costly to investors than RLEFX (0.39). TRIIX is a more actively managed with annual turnover of: 62.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than TRIIX: RLEFX (250) vs TRIIX (2500). RLEFX annual gain was more profitable for investors over the last year : 8.94 vs. TRIIX (6.48). TRIIX return over 5 years is better than : 67.60 vs. RLEFX (43.26).
| RLEFX | TRIIX | RLEFX / TRIIX | |
| Total Expense Ratio | 0.39 | 2.68 | 15% |
| Annual Report Gross Expense Ratio | 0.39 | 3.36 | 12% |
| Fund Existence | 10 years | 12 years | - |
| Gain YTD | 14.819 | 7.035 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 19.7M | 1,350,254% |
| Annual Yield % from dividends | 1.92 | 6.38 | 30% |
| Returns for 1 year | 8.94 | 6.48 | 138% |
| Returns for 3 years | 51.39 | 43.50 | 118% |
| Returns for 5 years | 43.26 | 67.60 | 64% |
| Returns for 10 years | N/A | 141.94 | - |
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