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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Catalyst/SMH Total Return Income C
Price$4.52
Change-$0.04 (-0.88%)
VolumeN/A
Net Assets17.97M
RLEFX vs TRICX Comparison Chart
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RLEFX vs. TRICX commentary
Jun 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 TRICX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 247B vs. TRICX (18M). TRICX pays higher dividends than RLEFX: TRICX (6.78) vs RLEFX (2.09). RLEFX was incepted earlier than TRICX: RLEFX (10 years) vs TRICX (17 years). TRICX (4.36) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. TRICX (35.00). RLEFX has a lower initial minimum investment than TRICX: RLEFX (250) vs TRICX (2500). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. TRICX (3.00). TRICX return over 5 years is better than : 51.85 vs. RLEFX (39.46).
| RLEFX | TRICX | RLEFX / TRICX | |
| Total Expense Ratio | 0.39 | 3.68 | 11% |
| Annual Report Gross Expense Ratio | 0.39 | 4.36 | 9% |
| Fund Existence | 10 years | 17 years | - |
| Gain YTD | 4.524 | -3.073 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 18M | 1,372,222% |
| Annual Yield % from dividends | 2.09 | 6.78 | 31% |
| Returns for 1 year | 5.49 | 3.00 | 183% |
| Returns for 3 years | 33.28 | 23.25 | 143% |
| Returns for 5 years | 39.46 | 51.85 | 76% |
| Returns for 10 years | N/A | 64.17 | - |
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