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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$38.47
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.72B
Catalyst/SMH Total Return Income I
Price$5.00
Change+$0.02 (+0.40%)
VolumeN/A
Net Assets22.15M
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX commentary
Jan 16, 2026
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 Hold and TRIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. TRIIX (22.1M). TRIIX pays higher dividends than RLEFX: TRIIX (5.64) vs RLEFX (2.11). RLEFX was incepted earlier than TRIIX: RLEFX (10 years) vs TRIIX (13 years). TRIIX (2.76) 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 : 13.50 vs. TRIIX (9.03). TRIIX return over 5 years is better than : 46.26 vs. RLEFX (38.31).
| RLEFX | TRIIX | RLEFX / TRIIX | |
| Total Expense Ratio | 0.39 | 1.95 | 20% |
| Annual Report Gross Expense Ratio | 0.39 | 2.76 | 14% |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 2.724 | 4.384 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 22.1M | 1,221,719% |
| Annual Yield % from dividends | 2.11 | 5.64 | 37% |
| Returns for 1 year | 13.50 | 9.03 | 150% |
| Returns for 3 years | 39.10 | 33.23 | 118% |
| Returns for 5 years | 38.31 | 46.26 | 83% |
| Returns for 10 years | 92.23 | 192.58 | 48% |
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