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RLEFX vs TRICX
RLEFX vs TRICX Comparison
Open Charts RLEFX vs TRICX
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Catalyst/SMH Total Return Income C
Price$4.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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RLEFX vs TRICX Comparison Chart
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RLEFX vs. TRICX commentary
Sep 21, 2024
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 TRICX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. TRICX (18.5M). TRICX pays higher dividends than RLEFX: TRICX (4.97) vs RLEFX (2.42). RLEFX was incepted earlier than TRICX: RLEFX (9 years) vs TRICX (16 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. TRICX (15.00). 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 : 24.64 vs. TRICX (17.90). TRICX return over 5 years is better than : 42.94 vs. RLEFX (40.23).
| RLEFX | TRICX | RLEFX / TRICX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 14.180 | 9.284 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 18.5M | 1,275,676% |
| Annual Yield % from dividends | 2.42 | 4.97 | 49% |
| Returns for 1 year | 24.64 | 17.90 | 138% |
| Returns for 3 years | 15.33 | 11.62 | 132% |
| Returns for 5 years | 40.23 | 42.94 | 94% |
| Returns for 10 years | N/A | 47.56 | - |
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