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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Catalyst/SMH Total Return Income I
Price$4.81
Change-$0.03 (-0.62%)
VolumeN/A
Net Assets19.47M
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX commentary
Dec 26, 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 TRIIX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TRIIX (19.5M). TRIIX pays higher dividends than RLEFX: TRIIX (6.39) vs RLEFX (1.86). RLEFX was incepted earlier than TRIIX: RLEFX (10 years) vs TRIIX (12 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 : 9.35 vs. TRIIX (5.97). TRIIX return over 5 years is better than : 48.52 vs. RLEFX (35.69).
| 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 | 12 years | - |
| Gain YTD | 10.784 | 5.687 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 19.5M | 1,379,487% |
| Annual Yield % from dividends | 1.86 | 6.39 | 29% |
| Returns for 1 year | 9.35 | 5.97 | 157% |
| Returns for 3 years | 38.41 | 33.69 | 114% |
| Returns for 5 years | 35.69 | 48.52 | 74% |
| Returns for 10 years | 75.88 | 155.77 | 49% |
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