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RLEFX vs TRIIX
RLEFX vs TRIIX Comparison
Open Charts RLEFX vs TRIIX
American Funds American Balanced R5E
Price$39.04
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Catalyst/SMH Total Return Income I
Price$4.82
Change-$0.08 (-1.63%)
VolumeN/A
Net Assets19.6M
RLEFX vs TRIIX Comparison Chart in %
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RLEFX vs. TRIIX 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 TRIIX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. TRIIX (19.6M). TRIIX pays higher dividends than RLEFX: TRIIX (6.34) vs RLEFX (1.89). 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 : 8.96 vs. TRIIX (6.71). TRIIX return over 5 years is better than : 64.03 vs. RLEFX (40.71).
| 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 | 14.996 | 7.664 | 196% |
| Front Load | N/A | N/A | - |
| 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 | 6.34 | 30% |
| Returns for 1 year | 8.96 | 6.71 | 133% |
| Returns for 3 years | 43.39 | 36.03 | 120% |
| Returns for 5 years | 40.71 | 64.03 | 64% |
| Returns for 10 years | N/A | 146.57 | - |
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